+103.9%
BP vs NDAQ
+60.8%
+43.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.4% |
| 7D | -11.6% | +0.8% | -12.5% | -11.8% |
| 30D | 0.0% | +16.5% | -16.5% | -2.7% |
| 3M | +6.7% | +13.5% | -6.8% | +4.1% |
| 6M | +2.2% | +20.9% | -18.8% | -1.8% |
| YTD | +33.0% | +11.4% | +21.6% | +29.6% |
| 1Y | +30.7% | +25.9% | +4.8% | +23.4% |
| 3Y | +44.2% | +119.9% | -75.7% | +14.8% |
| All | +103.9% | +60.8% | +43.1% | +75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling