+497.7%
BHP vs ACWI
+226.7%
+271.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -2.9% | +0.5% | -3.4% | -3.5% |
| 30D | +3.4% | +0.9% | +2.5% | +2.2% |
| 3M | +4.1% | +2.4% | +1.7% | +1.4% |
| 6M | +20.6% | +12.4% | +8.2% | +5.6% |
| YTD | +56.1% | +15.2% | +40.9% | +32.8% |
| 1Y | +69.6% | +22.7% | +46.9% | +33.8% |
| 3Y | +78.8% | +75.8% | +3.0% | -9.1% |
| 5Y | +113.1% | +67.7% | +45.3% | +14.7% |
| All | +497.7% | +226.7% | +271.0% | +29.5% |
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