-58.9%
OABI price history and return analytics
+71.2%
-130.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -4.8% |
| 7D | -20.3% | -0.1% | -20.2% | -20.3% |
| 30D | +18.4% | -0.7% | +19.1% | +19.0% |
| 3M | +67.3% | +4.0% | +63.3% | +62.0% |
| 6M | +105.9% | +12.3% | +93.6% | +87.8% |
| YTD | +117.0% | +14.0% | +103.0% | +95.6% |
| 1Y | +155.7% | +20.3% | +135.4% | +121.8% |
| 3Y | -22.6% | +75.4% | -98.1% | -46.6% |
| All | -58.9% | +71.2% | -130.0% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling