+999.4%
ASX vs BHP
+531.8%
+467.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.3% | +3.4% |
| 7D | +11.1% | +0.9% | +10.2% | +10.6% |
| 30D | +9.6% | +4.0% | +5.6% | +7.1% |
| 3M | +18.6% | +11.3% | +7.4% | +12.0% |
| 6M | +92.1% | +29.3% | +62.8% | +68.4% |
| YTD | +158.5% | +59.2% | +99.3% | +103.9% |
| 1Y | +271.9% | +80.8% | +191.0% | +174.8% |
| 3Y | +465.2% | +88.0% | +377.2% | +303.4% |
| 5Y | +479.4% | +126.6% | +352.8% | +266.1% |
| All | +999.4% | +531.8% | +467.7% | +351.0% |
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