+128.6%
BP vs URI
+200.7%
-72.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.2% |
| 7D | +3.9% | -2.0% | +5.9% | +4.3% |
| 30D | +7.6% | -12.9% | +20.6% | +10.5% |
| 3M | +0.7% | -6.7% | +7.4% | +1.5% |
| 6M | +15.5% | +19.0% | -3.5% | +9.3% |
| YTD | +30.8% | +25.5% | +5.3% | +21.2% |
| 1Y | +34.3% | +5.5% | +28.8% | +29.8% |
| 3Y | +35.1% | +111.3% | -76.3% | +2.3% |
| All | +128.6% | +200.7% | -72.1% | +46.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling