+26.3%
BP vs Q
+32.1%
-5.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.9% | -6.8% | +0.6% |
| 7D | -6.9% | +8.4% | -15.3% | -6.3% |
| 30D | -3.6% | -1.2% | -2.4% | -3.5% |
| 3M | +8.4% | -9.3% | +17.7% | +8.0% |
| 6M | +5.3% | -15.0% | +20.3% | +5.2% |
| YTD | +33.2% | +53.5% | -20.3% | +35.5% |
| All | +26.3% | +32.1% | -5.8% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling