+651.5%
ADI vs BHP
+496.8%
+154.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.1% | +5.0% |
| 7D | +4.6% | -3.6% | +8.2% | +6.4% |
| 30D | -1.2% | -1.2% | 0.0% | -0.9% |
| 3M | -7.8% | +1.2% | -9.0% | -8.8% |
| 6M | +19.3% | +21.4% | -2.1% | +7.4% |
| YTD | +40.9% | +50.4% | -9.5% | +13.3% |
| 1Y | +54.5% | +67.5% | -13.0% | +17.4% |
| 3Y | +123.4% | +72.8% | +50.6% | +64.0% |
| 5Y | +142.3% | +112.6% | +29.7% | +52.9% |
| All | +651.5% | +496.8% | +154.7% | +198.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling