+27.4%
BP vs URI
+36.1%
-8.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.2% | -2.6% | +1.7% |
| 7D | -0.8% | +2.4% | -3.2% | -0.7% |
| 30D | -3.1% | +8.9% | -12.0% | -2.6% |
| 3M | +6.2% | +0.8% | +5.4% | +6.4% |
| 6M | +4.8% | +23.1% | -18.3% | +6.0% |
| YTD | +35.2% | +43.1% | -7.9% | +34.2% |
| 1Y | +27.4% | +35.7% | -8.3% | +28.0% |
| All | +27.4% | +36.1% | -8.7% | +28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling