+105.0%
BP vs UUUU
-92.0%
+197.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.5% |
| 7D | +3.9% | -1.4% | +5.3% | +4.0% |
| 30D | +7.6% | +16.3% | -8.7% | +6.1% |
| 3M | +0.7% | -16.7% | +17.4% | +1.5% |
| 6M | +15.5% | -33.7% | +49.1% | +17.6% |
| YTD | +30.8% | -0.5% | +31.3% | +27.8% |
| 1Y | +34.3% | +28.9% | +5.5% | +26.7% |
| 3Y | +35.1% | +99.9% | -64.8% | +18.9% |
| 5Y | +126.8% | +135.3% | -8.5% | +91.1% |
| 10Y | +123.4% | +518.4% | -395.0% | +61.9% |
| All | +105.0% | -92.0% | +197.0% | +60.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling