+26.3%
BP vs URA
-30.3%
+56.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.4% | +0.2% |
| 7D | -6.3% | +0.3% | -6.6% | -6.3% |
| 30D | -3.6% | -14.8% | +11.2% | -4.1% |
| 3M | +5.2% | -25.3% | +30.5% | +4.3% |
| 6M | +5.3% | -39.9% | +45.2% | +5.2% |
| YTD | +33.1% | -22.4% | +55.5% | +30.3% |
| 1Y | +26.3% | -29.0% | +55.3% | +24.3% |
| All | +26.3% | -30.3% | +56.6% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling