+74.1%
OBE vs SPY
+77.0%
-2.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +1.0% | +1.1% |
| 7D | +9.7% | -0.8% | +10.5% | +10.4% |
| 30D | +24.6% | -1.1% | +25.7% | +25.6% |
| 3M | +18.9% | +3.9% | +15.0% | +14.0% |
| 6M | +49.8% | +13.6% | +36.2% | +31.1% |
| YTD | +111.6% | +12.7% | +98.9% | +86.9% |
| 1Y | +114.7% | +17.5% | +97.2% | +81.6% |
| 3Y | +74.1% | +76.9% | -2.8% | +7.4% |
| All | +74.1% | +77.0% | -2.9% | +7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling