+50.3%
BP vs NDAQ
+117.7%
-67.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | +3.8% | +1.3% | +2.5% | +3.7% |
| 30D | -5.3% | +18.0% | -23.3% | -6.7% |
| 3M | +9.3% | +11.5% | -2.3% | +8.1% |
| 6M | +7.2% | +21.1% | -13.9% | +5.0% |
| YTD | +38.0% | +12.8% | +25.2% | +36.4% |
| 1Y | +33.2% | +25.7% | +7.5% | +28.4% |
| 3Y | +50.3% | +116.8% | -66.5% | +25.9% |
| All | +50.3% | +117.7% | -67.4% | +25.9% |
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