+113.1%
BHP vs BB
-29.9%
+142.9%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.7% | -2.6% | -4.9% |
| 7D | -3.7% | -2.1% | -1.6% | -3.4% |
| 30D | -0.8% | -16.0% | +15.2% | +1.6% |
| 3M | +7.6% | -14.5% | +22.1% | +9.2% |
| 6M | +20.8% | +118.6% | -97.8% | +5.0% |
| YTD | +50.8% | +98.9% | -48.2% | +32.9% |
| 1Y | +70.9% | +99.5% | -28.6% | +49.9% |
| 3Y | +78.0% | +65.4% | +12.7% | +53.4% |
| 5Y | +113.1% | -27.6% | +140.7% | +101.0% |
| All | +113.1% | -29.9% | +142.9% | +101.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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