+134.0%
BP vs UUUU
+495.2%
-361.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.3% | +7.2% | +1.6% |
| 7D | +5.7% | -5.0% | +10.8% | +6.3% |
| 30D | +8.1% | -7.8% | +15.9% | +8.8% |
| 3M | +8.6% | -0.4% | +9.0% | +7.7% |
| 6M | +18.1% | -32.9% | +51.0% | +21.2% |
| YTD | +37.6% | -6.3% | +43.9% | +33.4% |
| 1Y | +39.4% | +7.9% | +31.5% | +29.6% |
| 3Y | +40.1% | +85.2% | -45.1% | +14.2% |
| 5Y | +141.3% | +97.0% | +44.3% | +83.4% |
| All | +134.0% | +495.2% | -361.1% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling