+134.1%
BP vs TRI
+196.2%
-62.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.3% |
| 7D | +5.2% | -7.9% | +13.1% | +7.1% |
| 30D | +8.7% | -4.5% | +13.2% | +9.4% |
| 3M | +9.3% | +22.1% | -12.8% | +2.2% |
| 6M | +13.6% | -2.8% | +16.3% | +12.1% |
| YTD | +37.7% | -23.4% | +61.1% | +45.4% |
| 1Y | +40.6% | -41.5% | +82.2% | +62.9% |
| 3Y | +40.3% | -19.2% | +59.6% | +37.4% |
| 5Y | +141.4% | -9.4% | +150.8% | +119.5% |
| All | +134.1% | +196.2% | -62.1% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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