+142.2%
BP vs WEC
+197.9%
-55.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.7% |
| 7D | +3.8% | +2.3% | +1.5% | +3.4% |
| 30D | -5.3% | +11.1% | -16.4% | -7.2% |
| 3M | +9.3% | +8.4% | +0.8% | +7.5% |
| 6M | +7.2% | +7.5% | -0.3% | +5.5% |
| YTD | +38.0% | +15.3% | +22.7% | +34.0% |
| 1Y | +33.2% | +9.7% | +23.5% | +30.5% |
| 3Y | +50.3% | +64.7% | -14.4% | +35.0% |
| 5Y | +114.1% | +57.3% | +56.8% | +92.6% |
| All | +142.2% | +197.9% | -55.8% | +117.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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