+406.2%
ASX vs BHP
+82.0%
+324.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.4% |
| 7D | -0.7% | -2.9% | +2.2% | +1.2% |
| 30D | +2.0% | +3.4% | -1.4% | -0.6% |
| 3M | -1.3% | +4.1% | -5.4% | -4.2% |
| 6M | +71.4% | +20.6% | +50.9% | +52.0% |
| YTD | +135.3% | +56.1% | +79.3% | +79.5% |
| 1Y | +267.5% | +69.6% | +197.9% | +166.3% |
| All | +406.2% | +82.0% | +324.3% | +233.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling