+125.5%
BP vs FND
+57.3%
+68.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +1.9% |
| 7D | +4.0% | -0.8% | +4.8% | +4.0% |
| 30D | +7.8% | -19.6% | +27.4% | +10.9% |
| 3M | +8.4% | -4.3% | +12.7% | +7.9% |
| 6M | +15.1% | -20.4% | +35.5% | +17.0% |
| YTD | +36.4% | -21.9% | +58.3% | +38.4% |
| 1Y | +40.9% | -45.2% | +86.1% | +51.3% |
| 3Y | +38.8% | -49.2% | +88.1% | +46.5% |
| 5Y | +141.1% | -61.8% | +202.9% | +157.5% |
| All | +125.5% | +57.3% | +68.2% | +82.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling