+141.3%
BP vs SU
+341.5%
-200.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | +5.7% | +1.7% | +4.1% | +4.7% |
| 30D | +8.1% | +9.6% | -1.5% | +2.1% |
| 3M | +8.6% | +11.7% | -3.1% | +1.4% |
| 6M | +18.1% | +21.9% | -3.8% | +4.6% |
| YTD | +37.6% | +58.6% | -21.0% | +4.0% |
| 1Y | +39.4% | +66.5% | -27.1% | +2.3% |
| 3Y | +40.1% | +121.4% | -81.4% | -14.2% |
| 5Y | +141.3% | +355.7% | -214.4% | +1.3% |
| All | +141.3% | +341.5% | -200.2% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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