+136.2%
BP vs UUUU
+79.1%
+57.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +5.0% | +0.5% |
| 7D | +5.2% | -10.5% | +15.7% | +6.2% |
| 30D | +8.7% | -10.5% | +19.2% | +9.5% |
| 3M | +9.3% | -14.1% | +23.5% | +10.1% |
| 6M | +13.6% | -35.5% | +49.0% | +16.3% |
| YTD | +37.7% | -10.9% | +48.6% | +34.6% |
| 1Y | +40.6% | +3.4% | +37.3% | +32.4% |
| 3Y | +40.3% | +73.1% | -32.8% | +17.6% |
| All | +136.2% | +79.1% | +57.1% | +88.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling