+111.8%
BHP vs GFI
+538.3%
-426.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.5% |
| 7D | -3.6% | -2.7% | -0.9% | -3.0% |
| 30D | -1.2% | +13.2% | -14.4% | -4.1% |
| 3M | +1.2% | +28.5% | -27.3% | -4.9% |
| 6M | +21.4% | -6.2% | +27.6% | +21.6% |
| YTD | +50.4% | +8.7% | +41.7% | +45.7% |
| 1Y | +67.5% | +24.8% | +42.7% | +56.2% |
| 3Y | +72.8% | +298.0% | -225.2% | +20.3% |
| All | +111.8% | +538.3% | -426.5% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 2021-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded GFI 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling