+134.1%
BP vs RUN
+42.2%
+92.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.9% | +0.1% |
| 7D | +5.2% | -3.7% | +8.9% | +5.5% |
| 30D | +8.7% | -13.0% | +21.7% | +9.7% |
| 3M | +9.3% | -31.8% | +41.1% | +12.0% |
| 6M | +13.6% | -32.2% | +45.8% | +15.6% |
| YTD | +37.7% | -53.5% | +91.1% | +42.9% |
| 1Y | +40.6% | -46.5% | +87.2% | +43.1% |
| 3Y | +40.3% | -37.6% | +78.0% | +25.8% |
| 5Y | +141.4% | -80.9% | +222.3% | +132.8% |
| All | +134.1% | +42.2% | +92.0% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 10y: compounded portfolio wealth divided by compounded RUN 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…
10y analysis · Full analysis span regression · 6 months rolling