+114.7%
OBE vs SPY
+18.1%
+96.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +1.0% | +1.7% |
| 7D | +9.7% | -0.8% | +10.5% | +9.8% |
| 30D | +24.6% | -1.1% | +25.7% | +24.7% |
| 3M | +18.9% | +3.9% | +15.0% | +17.2% |
| 6M | +49.8% | +13.6% | +36.2% | +43.6% |
| YTD | +111.6% | +12.7% | +98.9% | +104.4% |
| 1Y | +114.7% | +17.5% | +97.2% | +108.1% |
| All | +114.7% | +18.1% | +96.6% | +108.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SPY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling