+116.8%
BHP vs ACWI
+54.8%
+62.0%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +0.9% | -2.4% | +3.3% | +3.6% |
| 30D | -6.3% | -5.2% | -1.1% | -0.4% |
| 3M | -7.1% | -4.8% | -2.3% | -1.7% |
| 6M | -3.2% | -1.3% | -1.9% | -1.1% |
| YTD | +37.9% | +8.4% | +29.5% | +27.9% |
| 1Y | +49.7% | +11.0% | +38.7% | +35.4% |
| 3Y | +51.7% | +70.6% | -18.9% | -12.6% |
| All | +116.8% | +54.8% | +62.0% | +36.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling