+36.6%
BP vs AS
+3.3%
+33.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +5.1% | -9.3% | -3.0% |
| 7D | -8.4% | +13.8% | -22.2% | -5.6% |
| 30D | +2.2% | +16.7% | -14.5% | +6.0% |
| 3M | +8.8% | -11.5% | +20.3% | +6.6% |
| 6M | -0.5% | -5.5% | +5.0% | -0.7% |
| YTD | +36.2% | -14.2% | +50.4% | +35.8% |
| 1Y | +36.6% | +2.1% | +34.5% | +38.4% |
| All | +36.6% | +3.3% | +33.2% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling