+349.1%
BHP vs ACWI
+226.8%
+122.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +0.5% |
| 7D | +3.5% | +0.3% | +3.2% | +3.0% |
| 30D | -4.5% | -2.8% | -1.6% | -1.0% |
| 3M | -6.4% | -3.2% | -3.2% | -2.6% |
| 6M | -0.1% | +1.3% | -1.3% | -1.0% |
| YTD | +43.0% | +11.2% | +31.8% | +27.2% |
| 1Y | +56.5% | +13.8% | +42.8% | +35.5% |
| 3Y | +62.0% | +76.2% | -14.1% | -17.6% |
| 5Y | +130.4% | +59.5% | +70.9% | +32.5% |
| 10Y | +349.1% | +222.2% | +126.9% | +3.4% |
| All | +349.1% | +226.8% | +122.2% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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