+47.5%
BP vs URI
+155.7%
-108.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.0% | +0.2% |
| 7D | -6.3% | -6.0% | -0.3% | -5.8% |
| 30D | -3.6% | +4.6% | -8.2% | -4.1% |
| 3M | +5.2% | -2.7% | +7.9% | +5.4% |
| 6M | +5.3% | +18.4% | -13.1% | +2.6% |
| YTD | +33.1% | +37.4% | -4.2% | +25.5% |
| 1Y | +26.3% | +30.4% | -4.1% | +20.2% |
| 3Y | +47.5% | +147.9% | -100.4% | +20.5% |
| All | +47.5% | +155.7% | -108.2% | +20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling