+78.1%
BHP vs RY
+154.9%
-76.8%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | +0.1% |
| 7D | -2.9% | +3.1% | -6.0% | -4.9% |
| 30D | +3.4% | -0.3% | +3.7% | +3.3% |
| 3M | +4.1% | +8.7% | -4.6% | -2.1% |
| 6M | +20.6% | +28.5% | -8.0% | +0.7% |
| YTD | +56.1% | +25.1% | +30.9% | +32.6% |
| 1Y | +69.6% | +46.3% | +23.3% | +30.6% |
| All | +78.1% | +154.9% | -76.8% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 3y: compounded portfolio wealth divided by compounded RY 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…
3y analysis · Full analysis span regression · 6 months rolling