+127.0%
BP vs NDAQ
+472.5%
-345.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.5% |
| 7D | -6.3% | +2.9% | -9.2% | -7.2% |
| 30D | -3.6% | +17.5% | -21.1% | -8.7% |
| 3M | +5.2% | +15.4% | -10.2% | +0.1% |
| 6M | +5.3% | +24.6% | -19.3% | -2.9% |
| YTD | +33.1% | +14.4% | +18.7% | +25.4% |
| 1Y | +26.3% | +26.9% | -0.6% | +14.3% |
| 3Y | +47.5% | +119.8% | -72.3% | +5.5% |
| 5Y | +106.2% | +70.5% | +35.7% | +60.7% |
| 10Y | +127.0% | +475.8% | -348.8% | +6.7% |
| All | +127.0% | +472.5% | -345.5% | +6.7% |
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