+128.6%
BP vs AMC
-99.4%
+228.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.3% | -3.8% | +0.5% |
| 7D | +3.9% | +2.3% | +1.6% | +3.9% |
| 30D | +7.6% | -0.7% | +8.4% | +7.6% |
| 3M | +0.7% | +35.2% | -34.5% | -0.1% |
| 6M | +15.5% | +124.6% | -109.1% | +13.2% |
| YTD | +30.8% | +69.9% | -39.0% | +28.9% |
| 1Y | +34.3% | -2.6% | +36.9% | +33.8% |
| 3Y | +35.1% | -79.8% | +114.8% | +37.1% |
| All | +128.6% | -99.4% | +228.0% | +154.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling