+27.4%
BP vs WM
+21.2%
+6.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +1.3% |
| 7D | -0.8% | +0.8% | -1.5% | -0.9% |
| 30D | -3.1% | +13.8% | -17.0% | -5.8% |
| 3M | +6.2% | +6.4% | -0.2% | +4.8% |
| 6M | +4.8% | +13.2% | -8.4% | +1.1% |
| YTD | +35.2% | +10.8% | +24.4% | +33.1% |
| 1Y | +27.4% | +20.2% | +7.2% | +25.7% |
| All | +27.4% | +21.2% | +6.3% | +25.7% |
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