+36.6%
BP vs SPXU
-30.4%
+66.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.9% | +0.7% | -3.3% |
| 7D | -8.4% | +2.2% | -10.6% | -8.7% |
| 30D | +2.2% | +3.8% | -1.5% | +1.6% |
| 3M | +8.8% | +3.3% | +5.5% | +8.3% |
| 6M | -0.5% | -16.7% | +16.2% | +1.2% |
| YTD | +36.2% | -28.6% | +64.8% | +41.7% |
| 1Y | +36.6% | -30.6% | +67.1% | +42.2% |
| All | +36.6% | -30.4% | +66.9% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling