+44.2%
BP vs URI
+138.8%
-94.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.5% |
| 7D | -11.6% | -9.8% | -1.8% | -10.7% |
| 30D | 0.0% | +1.7% | -1.7% | -0.2% |
| 3M | +6.7% | -9.1% | +15.8% | +7.7% |
| 6M | +2.2% | +9.9% | -7.7% | +0.4% |
| YTD | +33.0% | +31.2% | +1.8% | +25.9% |
| 1Y | +30.7% | +25.9% | +4.8% | +24.7% |
| 3Y | +44.2% | +147.4% | -103.2% | +16.5% |
| All | +44.2% | +138.8% | -94.6% | +16.5% |
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