+141.3%
BP vs EME
+540.8%
-399.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.0% |
| 7D | +5.7% | +0.9% | +4.8% | +5.6% |
| 30D | +8.1% | -8.4% | +16.5% | +9.4% |
| 3M | +8.6% | -3.6% | +12.2% | +8.6% |
| 6M | +18.1% | +3.6% | +14.6% | +15.9% |
| YTD | +37.6% | +22.5% | +15.1% | +30.3% |
| 1Y | +39.4% | +18.2% | +21.2% | +31.7% |
| 3Y | +40.1% | +238.4% | -198.3% | -5.4% |
| 5Y | +141.3% | +550.5% | -409.2% | +22.4% |
| All | +141.3% | +540.8% | -399.5% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 2021-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded EME 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling