+141.1%
BP vs NI
+95.2%
+45.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | +4.0% | +1.3% | +2.7% | +3.7% |
| 30D | +7.8% | -0.3% | +8.1% | +7.9% |
| 3M | +8.4% | -9.5% | +17.8% | +10.9% |
| 6M | +15.1% | -10.2% | +25.3% | +17.8% |
| YTD | +36.4% | +1.8% | +34.6% | +35.0% |
| 1Y | +40.9% | +5.7% | +35.2% | +37.9% |
| 3Y | +38.8% | +69.6% | -30.8% | +17.9% |
| 5Y | +141.1% | +95.8% | +45.3% | +96.6% |
| All | +141.1% | +95.2% | +45.9% | +96.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling