+1,414.8%
BP vs WY
+612.4%
+802.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.3% |
| 7D | +3.8% | -0.8% | +4.6% | +4.1% |
| 30D | -5.3% | +10.1% | -15.4% | -8.6% |
| 3M | +9.3% | -15.4% | +24.6% | +14.6% |
| 6M | +7.2% | -8.3% | +15.5% | +8.8% |
| YTD | +38.0% | -9.8% | +47.9% | +39.9% |
| 1Y | +33.2% | -3.9% | +37.1% | +32.0% |
| 3Y | +50.3% | -23.3% | +73.6% | +58.0% |
| 5Y | +114.1% | -31.2% | +145.3% | +129.6% |
| 10Y | +140.7% | +5.5% | +135.2% | +114.5% |
| All | +1,414.8% | +612.4% | +802.4% | +790.7% |
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