+127.7%
BP vs GEN
+166.9%
-39.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -6.9% | -0.3% | -6.6% | -6.9% |
| 30D | -3.6% | +28.2% | -31.8% | -6.5% |
| 3M | +8.4% | +2.6% | +5.8% | +7.6% |
| 6M | +5.3% | +32.7% | -27.3% | +0.9% |
| YTD | +33.2% | +11.3% | +21.9% | +30.1% |
| 1Y | +28.2% | +17.9% | +10.2% | +24.2% |
| 3Y | +49.2% | +66.3% | -17.1% | +36.6% |
| 5Y | +102.9% | +31.7% | +71.2% | +88.6% |
| 10Y | +127.7% | +150.0% | -22.3% | +88.6% |
| All | +127.7% | +166.9% | -39.2% | +88.6% |
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