+43.1%
BP vs SN
+496.6%
-453.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.4% | +2.4% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | +9.1% | -5.6% | +14.7% | +9.3% |
| 3M | +3.9% | +48.1% | -44.1% | +1.7% |
| 6M | +13.6% | +57.6% | -44.0% | +10.6% |
| YTD | +34.0% | +56.5% | -22.5% | +30.2% |
| 1Y | +39.2% | +52.6% | -13.4% | +35.4% |
| 3Y | +36.4% | +412.0% | -375.6% | +24.1% |
| All | +43.1% | +496.6% | -453.6% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling