+141.1%
BP vs SPXS
-85.7%
+226.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.3% | +2.0% |
| 7D | +4.0% | +1.2% | +2.7% | +4.2% |
| 30D | +7.8% | +5.2% | +2.7% | +8.8% |
| 3M | +8.4% | -9.2% | +17.5% | +6.6% |
| 6M | +15.1% | -29.6% | +44.6% | +8.2% |
| YTD | +36.4% | -27.6% | +64.0% | +29.3% |
| 1Y | +40.9% | -36.7% | +77.6% | +30.4% |
| 3Y | +38.8% | -79.8% | +118.7% | +6.9% |
| 5Y | +141.1% | -85.9% | +227.0% | +88.2% |
| All | +141.1% | -85.7% | +226.8% | +88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 5y: compounded portfolio wealth divided by compounded SPXS 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…
5y analysis · Full analysis span regression · 6 months rolling