+127.0%
BP vs AMC
-98.7%
+225.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.1% |
| 7D | -6.3% | +5.5% | -11.8% | -6.5% |
| 30D | -3.6% | +16.1% | -19.7% | -4.0% |
| 3M | +5.2% | +43.0% | -37.7% | +4.2% |
| 6M | +5.3% | +130.7% | -125.4% | +2.6% |
| YTD | +33.1% | +121.8% | -88.7% | +29.5% |
| 1Y | +26.3% | +40.7% | -14.4% | +24.2% |
| 3Y | +47.5% | -56.8% | +104.3% | +47.0% |
| 5Y | +106.2% | -99.1% | +205.3% | +118.5% |
| 10Y | +127.0% | -98.7% | +225.6% | +92.4% |
| All | +127.0% | -98.7% | +225.6% | +92.4% |
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