+934.0%
BE vs BHP
+238.1%
+695.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.3% | +1.3% | +0.1% |
| 7D | +9.7% | -3.7% | +13.5% | +13.1% |
| 30D | +22.4% | -0.8% | +23.2% | +22.7% |
| 3M | +10.4% | +7.6% | +2.8% | +4.7% |
| 6M | +67.9% | +20.8% | +47.1% | +46.5% |
| YTD | +197.5% | +50.8% | +146.7% | +122.6% |
| 1Y | +310.6% | +70.9% | +239.6% | +181.8% |
| 3Y | +1,657.2% | +78.0% | +1,579.2% | +1,037.9% |
| 5Y | +1,218.2% | +113.1% | +1,105.1% | +612.4% |
| All | +934.0% | +238.1% | +695.9% | +226.7% |
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