+126.0%
BHP vs GEN
+20.2%
+105.8%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.5% | +2.3% |
| 7D | +1.3% | -0.7% | +2.0% | +1.4% |
| 30D | +4.0% | +2.6% | +1.3% | +3.2% |
| 3M | +12.3% | +15.8% | -3.5% | +8.3% |
| 6M | +30.8% | +33.1% | -2.3% | +21.7% |
| YTD | +58.8% | +11.3% | +47.5% | +53.8% |
| 1Y | +76.8% | +1.7% | +75.2% | +75.3% |
| 3Y | +87.5% | +58.1% | +29.3% | +64.8% |
| All | +126.0% | +20.2% | +105.8% | +101.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling