+141.1%
BP vs MDY
+45.8%
+95.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.8% | +2.3% |
| 7D | +4.0% | -0.8% | +4.8% | +4.3% |
| 30D | +7.8% | -3.9% | +11.7% | +9.8% |
| 3M | +8.4% | 0.0% | +8.4% | +7.9% |
| 6M | +15.1% | +8.5% | +6.5% | +9.0% |
| YTD | +36.4% | +13.2% | +23.2% | +25.9% |
| 1Y | +40.9% | +15.0% | +25.9% | +28.6% |
| 3Y | +38.8% | +49.6% | -10.7% | +6.7% |
| 5Y | +141.1% | +46.0% | +95.1% | +87.2% |
| All | +141.1% | +45.8% | +95.2% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 5y: compounded portfolio wealth divided by compounded MDY 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…
5y analysis · Full analysis span regression · 6 months rolling