+82.9%
BHP vs SPXU
-79.8%
+162.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | +0.8% |
| 7D | +0.9% | +1.3% | -0.4% | +1.3% |
| 30D | +4.0% | +5.1% | -1.1% | +5.9% |
| 3M | +11.3% | -9.1% | +20.4% | +8.6% |
| 6M | +29.3% | -29.6% | +58.9% | +18.2% |
| YTD | +59.2% | -27.7% | +86.9% | +47.5% |
| 1Y | +80.8% | -37.0% | +117.8% | +62.2% |
| All | +82.9% | -79.8% | +162.7% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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