+40.3%
BP vs MKSI
+184.9%
-144.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.0% |
| 7D | +5.7% | +4.9% | +0.9% | +5.4% |
| 30D | +8.1% | -11.0% | +19.0% | +8.9% |
| 3M | +8.6% | -17.1% | +25.7% | +9.0% |
| 6M | +18.1% | +16.4% | +1.7% | +13.6% |
| YTD | +37.6% | +64.3% | -26.7% | +25.8% |
| 1Y | +39.4% | +137.7% | -98.3% | +19.9% |
| All | +40.3% | +184.9% | -144.6% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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