+125.0%
BP vs BN
+259.6%
-134.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.6% | +5.0% | +3.6% |
| 7D | +0.9% | -1.2% | +2.1% | +1.4% |
| 30D | +9.1% | -10.9% | +20.0% | +14.7% |
| 3M | +3.9% | -11.1% | +15.0% | +8.9% |
| 6M | +13.6% | -4.4% | +18.0% | +13.4% |
| YTD | +34.0% | -14.1% | +48.2% | +39.7% |
| 1Y | +39.2% | -11.1% | +50.2% | +41.5% |
| 3Y | +36.4% | +75.6% | -39.1% | -8.9% |
| 5Y | +135.8% | +35.8% | +100.0% | +75.8% |
| 10Y | +125.0% | +261.6% | -136.5% | -4.4% |
| All | +125.0% | +259.6% | -134.5% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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