+133.9%
BP vs NDAQ
+374.8%
-240.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.6% | +2.1% |
| 7D | +4.0% | -1.6% | +5.6% | +4.4% |
| 30D | +7.8% | -1.5% | +9.3% | +8.2% |
| 3M | +8.4% | +8.0% | +0.3% | +5.0% |
| 6M | +15.1% | +7.7% | +7.3% | +11.1% |
| YTD | +36.4% | -2.3% | +38.8% | +35.7% |
| 1Y | +40.9% | +0.6% | +40.3% | +38.1% |
| 3Y | +38.8% | +90.9% | -52.1% | +3.8% |
| 5Y | +141.1% | +52.5% | +88.6% | +93.5% |
| 10Y | +133.9% | +380.3% | -246.4% | +16.0% |
| All | +133.9% | +374.8% | -240.9% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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