+130.2%
BP vs AMC
-98.7%
+228.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -0.4% |
| 7D | -11.6% | +2.6% | -14.2% | -11.7% |
| 30D | 0.0% | +9.0% | -9.0% | -0.2% |
| 3M | +6.7% | +22.2% | -15.4% | +6.1% |
| 6M | +2.2% | +91.5% | -89.3% | 0.0% |
| YTD | +33.0% | +101.3% | -68.3% | +29.6% |
| 1Y | +30.7% | +20.8% | +10.0% | +29.0% |
| 3Y | +44.2% | -71.3% | +115.5% | +45.1% |
| 5Y | +105.1% | -99.2% | +204.4% | +118.3% |
| All | +130.2% | -98.7% | +228.9% | +98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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