+6,970.9%
BHP vs BEN
+5,152.6%
+1,818.3%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.5% |
| 7D | -0.5% | +6.8% | -7.3% | -3.3% |
| 30D | -4.5% | +18.0% | -22.5% | -11.3% |
| 3M | -6.9% | +7.5% | -14.3% | -10.0% |
| 6M | -10.6% | +14.7% | -25.3% | -16.1% |
| YTD | +37.2% | +56.1% | -18.9% | +12.1% |
| 1Y | +48.0% | +69.6% | -21.6% | +16.6% |
| 3Y | +52.6% | +87.7% | -35.1% | +11.1% |
| 5Y | +116.5% | +28.6% | +87.8% | +81.2% |
| 10Y | +334.9% | +59.8% | +275.1% | +210.1% |
| All | +6,970.9% | +5,152.6% | +1,818.3% | +2,642.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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