+72.8%
BHP vs TCOM
+8.0%
+64.8%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -0.4% |
| 7D | -3.6% | -4.9% | +1.3% | -2.7% |
| 30D | -1.2% | -14.4% | +13.2% | +1.9% |
| 3M | +1.2% | -17.7% | +18.9% | +4.8% |
| 6M | +21.4% | -25.1% | +46.5% | +28.4% |
| YTD | +50.4% | -45.7% | +96.2% | +68.7% |
| 1Y | +67.5% | -47.9% | +115.4% | +89.3% |
| 3Y | +72.8% | +8.9% | +63.9% | +66.3% |
| All | +72.8% | +8.0% | +64.8% | +66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 TCOM 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