+39.1%
BP vs UUUU
+96.1%
-57.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.8% |
| 7D | +4.0% | +1.8% | +2.2% | +3.9% |
| 30D | +7.8% | +1.8% | +6.0% | +7.7% |
| 3M | +8.4% | +1.3% | +7.1% | +8.1% |
| 6M | +15.1% | -26.8% | +41.8% | +15.9% |
| YTD | +36.4% | +0.1% | +36.3% | +34.5% |
| 1Y | +40.9% | +11.2% | +29.7% | +36.6% |
| All | +39.1% | +96.1% | -57.0% | +25.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling