+1,401.6%
BP vs WY
+600.5%
+801.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.2% | +1.5% |
| 7D | +2.5% | -5.4% | +7.9% | +4.3% |
| 30D | -5.6% | +7.9% | -13.4% | -8.2% |
| 3M | +8.0% | -16.6% | +24.7% | +13.8% |
| 6M | +5.7% | -11.2% | +16.9% | +8.4% |
| YTD | +36.8% | -11.3% | +48.2% | +39.4% |
| 1Y | +30.7% | -5.5% | +36.3% | +30.3% |
| 3Y | +51.6% | -25.4% | +77.0% | +60.8% |
| 5Y | +112.2% | -32.4% | +144.6% | +128.8% |
| 10Y | +138.6% | +3.8% | +134.9% | +113.8% |
| All | +1,401.6% | +600.5% | +801.1% | +787.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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