+66.0%
BHP vs GTLB
+14.4%
+51.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.5% | -2.4% |
| 7D | -5.0% | +11.1% | -16.0% | -4.5% |
| 30D | +1.2% | +37.8% | -36.6% | +2.6% |
| 3M | +1.8% | +61.6% | -59.7% | +4.3% |
| 6M | +18.0% | +98.9% | -80.9% | +23.0% |
| YTD | +52.7% | +32.8% | +20.0% | +57.6% |
| 1Y | +66.0% | +14.7% | +51.3% | +76.1% |
| All | +66.0% | +14.4% | +51.5% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GTLB.
Daily Out/Under-Performance
Portfolio return minus GTLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GTLB 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 1y: compounded portfolio wealth divided by compounded GTLB 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…
1y analysis · Full analysis span regression · 6 months rolling