+2,488.7%
BHP vs AGI
+5,453.2%
-2,964.5%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | 0.0% |
| 7D | +0.9% | +2.2% | -1.3% | +0.4% |
| 30D | +4.0% | +11.3% | -7.2% | +1.9% |
| 3M | +11.3% | +5.6% | +5.6% | +9.8% |
| 6M | +29.3% | -27.7% | +57.0% | +36.7% |
| YTD | +59.2% | -4.1% | +63.3% | +59.0% |
| 1Y | +80.8% | +13.8% | +67.1% | +74.2% |
| 3Y | +88.0% | +217.0% | -129.1% | +48.0% |
| 5Y | +126.6% | +404.3% | -277.7% | +62.0% |
| 10Y | +515.7% | +400.5% | +115.2% | +295.2% |
| All | +2,488.7% | +5,453.2% | -2,964.5% | +1,057.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 all: compounded portfolio wealth divided by compounded AGI 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…
all analysis · Full analysis span regression · 6 months rolling