+44.2%
BP vs ROIV
+314.9%
-270.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.2% | -6.6% | -0.7% |
| 7D | -11.6% | +5.3% | -17.0% | -11.9% |
| 30D | 0.0% | +11.9% | -11.8% | -0.6% |
| 3M | +6.7% | +10.7% | -4.0% | +5.9% |
| 6M | +2.2% | +34.9% | -32.7% | -0.6% |
| YTD | +33.0% | +79.2% | -46.2% | +23.9% |
| 1Y | +30.7% | +89.0% | -58.3% | +20.7% |
| 3Y | +44.2% | +337.3% | -293.2% | +16.6% |
| All | +44.2% | +314.9% | -270.8% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling