+142.2%
BP vs MSCI
+811.9%
-669.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.5% | +0.5% |
| 7D | +3.8% | +3.0% | +0.8% | +3.0% |
| 30D | -5.3% | +17.8% | -23.1% | -9.4% |
| 3M | +9.3% | +15.2% | -5.9% | +4.9% |
| 6M | +7.2% | +16.5% | -9.3% | +2.0% |
| YTD | +38.0% | +16.4% | +21.7% | +30.5% |
| 1Y | +33.2% | +16.8% | +16.4% | +25.8% |
| 3Y | +50.3% | +35.8% | +14.5% | +32.1% |
| 5Y | +114.1% | +7.0% | +107.1% | +97.4% |
| All | +142.2% | +811.9% | -669.7% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling