+125.0%
BP vs GEN
+150.2%
-25.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.7% | +5.2% | +2.8% |
| 7D | +0.9% | -0.7% | +1.6% | +1.0% |
| 30D | +9.1% | +2.6% | +6.5% | +8.7% |
| 3M | +3.9% | +15.8% | -11.9% | +1.7% |
| 6M | +13.6% | +33.1% | -19.5% | +8.9% |
| YTD | +34.0% | +11.3% | +22.7% | +31.5% |
| 1Y | +39.2% | +1.7% | +37.5% | +38.2% |
| 3Y | +36.4% | +58.1% | -21.7% | +26.1% |
| 5Y | +135.8% | +20.6% | +115.2% | +122.6% |
| 10Y | +125.0% | +149.0% | -24.0% | +86.3% |
| All | +125.0% | +150.2% | -25.2% | +86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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