+135.7%
BP vs URI
+1,243.8%
-1,108.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.2% | -2.6% | +0.1% |
| 7D | -0.8% | +2.4% | -3.2% | -1.7% |
| 30D | -3.1% | +8.9% | -12.0% | -6.2% |
| 3M | +6.2% | +0.8% | +5.4% | +5.1% |
| 6M | +4.8% | +23.1% | -18.3% | -4.3% |
| YTD | +35.2% | +43.1% | -7.9% | +13.8% |
| 1Y | +27.4% | +35.7% | -8.3% | +9.2% |
| 3Y | +49.8% | +158.2% | -108.4% | -6.2% |
| 5Y | +109.4% | +212.6% | -103.2% | +15.1% |
| 10Y | +135.7% | +1,210.8% | -1,075.1% | -32.5% |
| All | +135.7% | +1,243.8% | -1,108.1% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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