+141.0%
BP vs SPXU
-100.0%
+240.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.2% | +1.6% |
| 7D | +2.5% | -9.4% | +11.9% | -0.4% |
| 30D | -5.6% | +7.4% | -13.0% | -3.2% |
| 3M | +8.0% | +6.2% | +1.9% | +10.3% |
| 6M | +5.7% | -7.2% | +12.9% | +3.7% |
| YTD | +36.8% | -26.8% | +63.6% | +25.4% |
| 1Y | +30.7% | -26.3% | +57.0% | +20.3% |
| 3Y | +51.6% | -80.6% | +132.2% | -2.2% |
| 5Y | +112.2% | -83.6% | +195.8% | +47.9% |
| 10Y | +138.6% | -99.5% | +238.1% | -30.6% |
| All | +141.0% | -100.0% | +240.9% | -76.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling