+44.2%
BP vs NDAQ
+122.6%
-78.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.4% |
| 7D | -11.6% | +0.8% | -12.5% | -11.7% |
| 30D | 0.0% | +16.5% | -16.5% | -1.4% |
| 3M | +6.7% | +13.5% | -6.8% | +5.4% |
| 6M | +2.2% | +20.9% | -18.8% | 0.0% |
| YTD | +33.0% | +11.4% | +21.6% | +31.5% |
| 1Y | +30.7% | +25.9% | +4.8% | +25.8% |
| 3Y | +44.2% | +119.9% | -75.7% | +25.4% |
| All | +44.2% | +122.6% | -78.4% | +25.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling