+103.9%
BP vs WM
+59.1%
+44.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.5% |
| 3M | +6.7% | +3.6% | +3.1% | +5.8% |
| 6M | +2.2% | +8.1% | -5.9% | +0.2% |
| YTD | +33.0% | +8.9% | +24.1% | +30.4% |
| 1Y | +30.7% | +20.3% | +10.4% | +25.6% |
| 3Y | +44.2% | +46.2% | -2.0% | +30.3% |
| All | +103.9% | +59.1% | +44.8% | +79.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling