+125.0%
BP vs ALL
+355.7%
-230.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.4% | +4.8% | +3.5% |
| 7D | +0.9% | -1.7% | +2.6% | +1.6% |
| 30D | +9.1% | -4.7% | +13.8% | +11.2% |
| 3M | +3.9% | +18.4% | -14.5% | -4.5% |
| 6M | +13.6% | +20.5% | -6.9% | +3.2% |
| YTD | +34.0% | +23.5% | +10.5% | +19.4% |
| 1Y | +39.2% | +29.0% | +10.2% | +21.0% |
| 3Y | +36.4% | +153.7% | -117.3% | -21.6% |
| 5Y | +135.8% | +114.8% | +21.0% | +42.8% |
| 10Y | +125.0% | +356.1% | -231.1% | -7.3% |
| All | +125.0% | +355.7% | -230.7% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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