+70.0%
BHP vs Q
+75.3%
-5.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.6% | +1.1% |
| 7D | +1.3% | +6.7% | -5.5% | -0.6% |
| 30D | +4.0% | -10.6% | +14.6% | +7.0% |
| 3M | +12.3% | -14.6% | +26.9% | +15.6% |
| 6M | +30.8% | +12.1% | +18.8% | +22.9% |
| YTD | +58.8% | +51.3% | +7.5% | +41.6% |
| All | +70.0% | +75.3% | -5.3% | +50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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