+34.1%
BP vs URI
+113.1%
-79.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.4% |
| 7D | +3.9% | -2.0% | +5.9% | +4.1% |
| 30D | +7.6% | -12.9% | +20.6% | +9.2% |
| 3M | +0.7% | -6.7% | +7.4% | +1.1% |
| 6M | +15.5% | +19.0% | -3.5% | +11.8% |
| YTD | +30.8% | +25.5% | +5.3% | +24.4% |
| 1Y | +34.3% | +5.5% | +28.8% | +31.9% |
| All | +34.1% | +113.1% | -79.0% | +11.7% |
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