+47.5%
BP vs ROIV
+379.0%
-331.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | -6.3% | +14.3% | -20.6% | -7.1% |
| 30D | -3.6% | +16.2% | -19.8% | -4.5% |
| 3M | +5.2% | +15.1% | -9.9% | +4.2% |
| 6M | +5.3% | +44.2% | -38.9% | +2.0% |
| YTD | +33.1% | +89.8% | -56.7% | +23.5% |
| 1Y | +26.3% | +94.6% | -68.3% | +16.5% |
| 3Y | +47.5% | +367.5% | -320.0% | +17.3% |
| All | +47.5% | +379.0% | -331.4% | +17.3% |
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