+134.1%
BP vs NI
+143.3%
-9.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | +0.1% |
| 7D | +5.2% | 0.0% | +5.2% | +5.2% |
| 30D | +8.7% | -1.4% | +10.1% | +9.2% |
| 3M | +9.3% | -10.6% | +19.9% | +13.5% |
| 6M | +13.6% | -9.3% | +22.9% | +17.1% |
| YTD | +37.7% | +1.1% | +36.5% | +36.2% |
| 1Y | +40.6% | +3.4% | +37.3% | +37.8% |
| 3Y | +40.3% | +67.9% | -27.5% | +12.9% |
| 5Y | +141.4% | +98.0% | +43.5% | +78.9% |
| All | +134.1% | +143.3% | -9.1% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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