+6,970.9%
BHP vs EAT
+10,017.9%
-3,047.0%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.6% | -1.3% |
| 7D | -0.5% | -4.0% | +3.5% | +0.3% |
| 30D | -4.5% | -2.9% | -1.6% | -4.2% |
| 3M | -6.9% | -16.9% | +10.0% | -4.0% |
| 6M | -10.6% | +57.0% | -67.5% | -19.5% |
| YTD | +37.2% | +38.2% | -1.0% | +25.6% |
| 1Y | +48.0% | +69.3% | -21.2% | +29.6% |
| 3Y | +52.6% | +483.0% | -430.4% | -1.7% |
| 5Y | +116.5% | +364.1% | -247.7% | +39.2% |
| 10Y | +334.9% | +320.8% | +14.1% | +143.0% |
| All | +6,970.9% | +10,017.9% | -3,047.0% | +1,889.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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