+7,943.2%
BHP vs EAT
+11,644.8%
-3,701.6%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | -2.9% | 0.0% | -2.9% | -2.9% |
| 30D | +3.4% | +1.9% | +1.5% | +2.8% |
| 3M | +4.1% | +68.7% | -64.6% | -7.0% |
| 6M | +20.6% | +66.9% | -46.3% | +7.2% |
| YTD | +56.1% | +60.4% | -4.4% | +39.4% |
| 1Y | +69.6% | +44.0% | +25.6% | +53.8% |
| 3Y | +78.8% | +604.7% | -525.9% | +11.2% |
| 5Y | +113.1% | +347.0% | -234.0% | +38.6% |
| 10Y | +505.9% | +390.8% | +115.1% | +229.6% |
| All | +7,943.2% | +11,644.8% | -3,701.6% | +2,108.5% |
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