+36.6%
BP vs FND
-10.3%
+46.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +10.9% | -15.1% | -1.9% |
| 7D | -8.4% | +12.3% | -20.7% | -5.9% |
| 30D | +2.2% | +14.7% | -12.5% | +5.4% |
| 3M | +8.8% | -12.0% | +20.8% | +7.1% |
| 6M | -0.5% | +10.8% | -11.3% | +2.2% |
| YTD | +36.2% | -12.3% | +48.5% | +37.4% |
| 1Y | +36.6% | -13.4% | +50.0% | +38.3% |
| All | +36.6% | -10.3% | +46.8% | +38.3% |
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