+368.6%
ASX vs BHP
+53.3%
+315.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.8% | -1.1% |
| 7D | +12.4% | -0.5% | +12.9% | +13.0% |
| 30D | -19.8% | -4.5% | -15.3% | -16.6% |
| 3M | -10.3% | -6.9% | -3.4% | -5.2% |
| 6M | +1.2% | -10.6% | +11.8% | +9.6% |
| YTD | +123.0% | +37.2% | +85.8% | +87.1% |
| 1Y | +145.4% | +48.0% | +97.4% | +96.6% |
| 3Y | +368.6% | +52.6% | +316.1% | +255.1% |
| All | +368.6% | +53.3% | +315.3% | +255.1% |
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 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