+887.2%
ASX vs BHP
+330.6%
+556.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.1% | +5.4% | +4.4% |
| 7D | -9.1% | +3.8% | -13.0% | -10.7% |
| 30D | -23.6% | -6.5% | -17.1% | -20.3% |
| 3M | -5.6% | -8.5% | +2.9% | -0.5% |
| 6M | +4.7% | -2.2% | +6.9% | +7.0% |
| YTD | +122.6% | +40.0% | +82.6% | +89.0% |
| 1Y | +133.0% | +51.3% | +81.7% | +90.1% |
| 3Y | +367.1% | +56.5% | +310.6% | +268.7% |
| 5Y | +504.7% | +130.2% | +374.6% | +281.8% |
| 10Y | +887.2% | +336.5% | +550.7% | +361.6% |
| All | +887.2% | +330.6% | +556.6% | +361.6% |
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