+7,943.2%
BHP vs RVTY
+2,416.7%
+5,526.5%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -2.9% | +1.1% | -4.0% | -3.2% |
| 30D | +3.4% | +13.2% | -9.8% | -0.4% |
| 3M | +4.1% | +27.2% | -23.2% | -3.4% |
| 6M | +20.6% | +32.4% | -11.8% | +10.2% |
| YTD | +56.1% | +34.9% | +21.2% | +41.1% |
| 1Y | +69.6% | +52.4% | +17.2% | +47.3% |
| 3Y | +78.8% | +12.3% | +66.5% | +65.8% |
| 5Y | +113.1% | -30.8% | +143.9% | +123.2% |
| 10Y | +505.9% | +150.7% | +355.2% | +331.1% |
| All | +7,943.2% | +2,416.7% | +5,526.5% | +3,481.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 all: compounded portfolio wealth divided by compounded RVTY 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…
all analysis · Full analysis span regression · 6 months rolling