+1,359.3%
BP vs GEN
+8,588.0%
-7,228.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.3% | -0.1% |
| 7D | -11.6% | +2.3% | -13.9% | -11.9% |
| 30D | 0.0% | +33.1% | -33.0% | -3.0% |
| 3M | +6.7% | +6.5% | +0.3% | +5.6% |
| 6M | +2.2% | +53.8% | -51.6% | -3.1% |
| YTD | +33.0% | +11.2% | +21.8% | +30.1% |
| 1Y | +30.7% | +19.4% | +11.3% | +26.9% |
| 3Y | +44.2% | +81.0% | -36.8% | +33.1% |
| 5Y | +105.1% | +33.4% | +71.7% | +93.8% |
| 10Y | +133.5% | +164.3% | -30.8% | +100.4% |
| All | +1,359.3% | +8,588.0% | -7,228.7% | +846.2% |
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