+30.7%
BP vs WM
+20.0%
+10.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | 0.0% |
| 7D | -11.6% | +1.2% | -12.8% | -11.9% |
| 30D | 0.0% | +13.1% | -13.0% | -2.7% |
| 3M | +6.7% | +3.6% | +3.1% | +5.8% |
| 6M | +2.2% | +8.1% | -5.9% | -0.3% |
| YTD | +33.0% | +8.9% | +24.1% | +31.2% |
| 1Y | +30.7% | +20.3% | +10.4% | +28.8% |
| All | +30.7% | +20.0% | +10.7% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling