+142.2%
BP vs GEN
+152.9%
-10.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.6% |
| 7D | +3.8% | +2.0% | +1.8% | +3.6% |
| 30D | -5.3% | +27.7% | -33.0% | -8.2% |
| 3M | +9.3% | +3.3% | +6.0% | +8.3% |
| 6M | +7.2% | +31.8% | -24.6% | +2.8% |
| YTD | +38.0% | +13.5% | +24.5% | +34.6% |
| 1Y | +33.2% | +16.0% | +17.2% | +29.4% |
| 3Y | +50.3% | +70.6% | -20.3% | +37.2% |
| 5Y | +114.1% | +32.1% | +82.0% | +99.1% |
| All | +142.2% | +152.9% | -10.7% | +101.1% |
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