+197.7%
BHP vs ACI
+17.4%
+180.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.3% | -4.0% | -5.2% |
| 7D | -3.7% | -7.1% | +3.3% | -3.0% |
| 30D | -0.8% | -4.5% | +3.6% | -0.4% |
| 3M | +7.6% | -22.3% | +29.9% | +10.0% |
| 6M | +20.8% | -28.4% | +49.2% | +24.3% |
| YTD | +50.8% | -29.5% | +80.3% | +55.1% |
| 1Y | +70.9% | -34.2% | +105.2% | +77.3% |
| 3Y | +78.0% | -45.7% | +123.7% | +89.0% |
| 5Y | +113.1% | -40.8% | +153.9% | +121.7% |
| All | +197.7% | +17.4% | +180.3% | +201.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ACI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling