+50.3%
BP vs GEN
+67.9%
-17.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.8% |
| 7D | +3.8% | +2.0% | +1.8% | +3.7% |
| 30D | -5.3% | +27.7% | -33.0% | -6.6% |
| 3M | +9.3% | +3.3% | +6.0% | +8.7% |
| 6M | +7.2% | +31.8% | -24.6% | +4.6% |
| YTD | +38.0% | +13.5% | +24.5% | +38.0% |
| 1Y | +33.2% | +16.0% | +17.2% | +32.6% |
| 3Y | +50.3% | +70.6% | -20.3% | +46.8% |
| All | +50.3% | +67.9% | -17.6% | +46.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling