+476.4%
BHP vs MDY
+177.2%
+299.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -1.0% |
| 7D | -3.6% | -1.9% | -1.8% | -2.0% |
| 30D | -1.2% | -4.6% | +3.5% | +3.1% |
| 3M | +1.2% | -1.2% | +2.4% | +2.3% |
| 6M | +21.4% | +9.2% | +12.2% | +12.8% |
| YTD | +50.4% | +13.1% | +37.4% | +35.5% |
| 1Y | +67.5% | +13.0% | +54.5% | +50.8% |
| 3Y | +72.8% | +49.2% | +23.6% | +18.8% |
| 5Y | +112.6% | +47.2% | +65.4% | +45.8% |
| All | +476.4% | +177.2% | +299.3% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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