+142.2%
BP vs ENB
+109.5%
+32.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.5% |
| 7D | +3.8% | +3.1% | +0.7% | +1.5% |
| 30D | -5.3% | +2.1% | -7.4% | -6.7% |
| 3M | +9.3% | -4.4% | +13.7% | +12.8% |
| 6M | +7.2% | -10.1% | +17.3% | +15.6% |
| YTD | +38.0% | +5.2% | +32.9% | +32.1% |
| 1Y | +33.2% | +4.2% | +29.0% | +28.2% |
| 3Y | +50.3% | +70.1% | -19.8% | -1.6% |
| 5Y | +114.1% | +59.4% | +54.7% | +47.6% |
| All | +142.2% | +109.5% | +32.7% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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