+322.1%
OBT vs SPY
+318.9%
+3.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | +0.2% | -2.0% | +2.1% | +0.6% |
| 30D | -0.8% | -1.7% | +0.9% | -0.5% |
| 3M | +7.4% | +4.7% | +2.6% | +6.3% |
| 6M | +22.9% | +12.5% | +10.4% | +19.9% |
| YTD | +36.2% | +11.7% | +24.5% | +33.1% |
| 1Y | +50.5% | +17.5% | +33.1% | +45.7% |
| 3Y | +76.3% | +76.6% | -0.3% | +65.3% |
| 5Y | +139.2% | +82.0% | +57.2% | +124.5% |
| All | +322.1% | +318.9% | +3.2% | +356.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling