+130.2%
BP vs NDAQ
+58.5%
+71.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.9% |
| 7D | +3.9% | -2.4% | +6.4% | +4.4% |
| 30D | +7.6% | +2.5% | +5.2% | +7.1% |
| 3M | +0.7% | +9.9% | -9.2% | -1.3% |
| 6M | +15.5% | +9.4% | +6.1% | +13.0% |
| YTD | +30.8% | +0.4% | +30.4% | +30.1% |
| 1Y | +34.3% | +4.0% | +30.3% | +32.2% |
| 3Y | +35.1% | +94.4% | -59.3% | +11.3% |
| All | +130.2% | +58.5% | +71.7% | +95.6% |
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