+132.0%
BP vs SPXU
-99.5%
+231.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.4% | +2.2% |
| 7D | +4.0% | +1.3% | +2.7% | +4.3% |
| 30D | +7.8% | +5.1% | +2.7% | +9.3% |
| 3M | +8.4% | -9.1% | +17.5% | +5.6% |
| 6M | +15.1% | -29.6% | +44.6% | +4.7% |
| YTD | +36.4% | -27.7% | +64.1% | +25.4% |
| 1Y | +40.9% | -37.0% | +77.9% | +25.1% |
| 3Y | +38.8% | -80.2% | +119.0% | -6.0% |
| 5Y | +141.1% | -86.0% | +227.1% | +65.5% |
| All | +132.0% | -99.5% | +231.6% | -25.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling