+477.8%
BHP vs GEN
+157.3%
+320.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.7% | -6.0% | -5.5% |
| 7D | -3.7% | -4.3% | +0.6% | -2.9% |
| 30D | -0.8% | +3.8% | -4.6% | -1.7% |
| 3M | +7.6% | +22.3% | -14.7% | +2.9% |
| 6M | +20.8% | +39.0% | -18.2% | +12.0% |
| YTD | +50.8% | +11.9% | +38.9% | +45.8% |
| 1Y | +70.9% | +4.5% | +66.4% | +67.6% |
| 3Y | +78.0% | +59.0% | +19.0% | +58.2% |
| 5Y | +113.1% | +22.0% | +91.1% | +95.8% |
| All | +477.8% | +157.3% | +320.4% | +310.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling