+50.3%
BP vs URI
+153.1%
-102.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.0% |
| 7D | +3.8% | +6.7% | -2.9% | +3.1% |
| 30D | -5.3% | +8.9% | -14.2% | -6.2% |
| 3M | +9.3% | +0.5% | +8.7% | +9.1% |
| 6M | +7.2% | +20.7% | -13.4% | +4.3% |
| YTD | +38.0% | +40.0% | -2.0% | +29.8% |
| 1Y | +33.2% | +34.4% | -1.2% | +26.2% |
| 3Y | +50.3% | +149.5% | -99.2% | +23.2% |
| All | +50.3% | +153.1% | -102.8% | +23.2% |
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