+80.3%
BHP vs TMF
-21.8%
+102.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | +1.3% | +1.0% | +0.3% | +1.0% |
| 30D | +4.0% | -1.8% | +5.8% | +4.4% |
| 3M | +12.3% | -8.2% | +20.5% | +14.5% |
| 6M | +30.8% | -19.5% | +50.3% | +34.8% |
| YTD | +58.8% | -16.0% | +74.7% | +64.0% |
| All | +80.3% | -21.8% | +102.1% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 1y: compounded portfolio wealth divided by compounded TMF 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…
1y analysis · Full analysis span regression · 6 months rolling