+134.0%
BP vs SPXU
-99.5%
+233.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -1.0% | +1.4% |
| 7D | +5.7% | +6.4% | -0.6% | +7.5% |
| 30D | +8.1% | +5.9% | +2.1% | +9.7% |
| 3M | +8.6% | -11.7% | +20.3% | +5.0% |
| 6M | +18.1% | -28.7% | +46.8% | +7.8% |
| YTD | +37.6% | -26.4% | +64.0% | +27.1% |
| 1Y | +39.4% | -35.2% | +74.6% | +24.7% |
| 3Y | +40.1% | -79.8% | +119.9% | -4.7% |
| 5Y | +141.3% | -86.1% | +227.4% | +65.3% |
| All | +134.0% | -99.5% | +233.6% | -24.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling