+3,552.3%
ASX vs BHP
+3,677.4%
-125.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.4% |
| 7D | -0.7% | -2.9% | +2.2% | +0.7% |
| 30D | +2.0% | +3.4% | -1.4% | +0.1% |
| 3M | -1.3% | +4.1% | -5.4% | -3.0% |
| 6M | +71.4% | +20.6% | +50.9% | +57.3% |
| YTD | +135.3% | +56.1% | +79.3% | +91.4% |
| 1Y | +267.5% | +69.6% | +197.9% | +187.2% |
| 3Y | +388.5% | +78.8% | +309.7% | +268.6% |
| 5Y | +417.1% | +113.1% | +304.0% | +250.4% |
| 10Y | +872.7% | +505.9% | +366.9% | +288.8% |
| All | +3,552.3% | +3,677.4% | -125.1% | +377.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling