+1,335.7%
BP vs GEN
+8,838.9%
-7,503.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +0.8% |
| 7D | +3.9% | -1.2% | +5.1% | +4.0% |
| 30D | +7.6% | +10.1% | -2.5% | +6.5% |
| 3M | +0.7% | +16.1% | -15.4% | -1.1% |
| 6M | +15.5% | +38.9% | -23.4% | +11.0% |
| YTD | +30.8% | +14.4% | +16.4% | +28.1% |
| 1Y | +34.3% | +5.9% | +28.4% | +32.5% |
| 3Y | +35.1% | +58.8% | -23.7% | +26.8% |
| 5Y | +126.8% | +24.7% | +102.2% | +116.5% |
| 10Y | +123.4% | +163.1% | -39.7% | +92.4% |
| All | +1,335.7% | +8,838.9% | -7,503.2% | +831.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling