+34.1%
BP vs ROIV
+200.3%
-166.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.4% |
| 7D | +3.9% | +0.6% | +3.3% | +3.9% |
| 30D | +7.6% | +1.0% | +6.7% | +7.5% |
| 3M | +0.7% | +18.3% | -17.6% | -0.8% |
| 6M | +15.5% | +18.3% | -2.8% | +13.5% |
| YTD | +30.8% | +61.0% | -30.1% | +23.6% |
| 1Y | +34.3% | +177.9% | -143.6% | +18.1% |
| All | +34.1% | +200.3% | -166.2% | +14.8% |
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