+7.8%
OMC vs BB
+101.1%
-93.3%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.2% | +1.6% |
| 7D | -6.2% | -2.1% | -4.2% | -6.2% |
| 30D | -7.6% | -16.0% | +8.5% | -6.9% |
| 3M | +7.4% | -14.5% | +21.9% | +6.5% |
| 6M | +0.1% | +118.6% | -118.4% | -7.9% |
| YTD | +0.4% | +98.9% | -98.5% | -7.8% |
| 1Y | +7.8% | +99.5% | -91.7% | 0.0% |
| All | +7.8% | +101.1% | -93.3% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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