+34.3%
BP vs FND
-36.4%
+70.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.8% |
| 7D | +3.9% | -5.2% | +9.2% | +3.1% |
| 30D | +7.6% | -19.9% | +27.5% | +4.0% |
| 3M | +0.7% | +2.7% | -2.0% | +1.3% |
| 6M | +15.5% | -21.7% | +37.2% | +16.0% |
| YTD | +30.8% | -17.5% | +48.3% | +30.9% |
| 1Y | +34.3% | -39.3% | +73.6% | +32.1% |
| All | +34.3% | -36.4% | +70.7% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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