+106.2%
BP vs URI
+194.6%
-88.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.0% | +0.4% |
| 7D | -6.3% | -6.0% | -0.3% | -5.3% |
| 30D | -3.6% | +4.6% | -8.2% | -4.6% |
| 3M | +5.2% | -2.7% | +7.9% | +5.4% |
| 6M | +5.3% | +18.4% | -13.1% | +0.6% |
| YTD | +33.1% | +37.4% | -4.2% | +20.8% |
| 1Y | +26.3% | +30.4% | -4.1% | +16.1% |
| 3Y | +47.5% | +147.9% | -100.4% | +7.1% |
| 5Y | +106.2% | +202.1% | -95.9% | +37.5% |
| All | +106.2% | +194.6% | -88.4% | +37.5% |
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