+73.2%
BHP vs TRI
-20.3%
+93.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.3% | -4.0% | -5.3% |
| 7D | -3.7% | -14.4% | +10.6% | -3.6% |
| 30D | -0.8% | -8.1% | +7.3% | -0.8% |
| 3M | +7.6% | +17.5% | -9.9% | +6.6% |
| 6M | +20.8% | -5.0% | +25.8% | +22.1% |
| YTD | +50.8% | -24.7% | +75.5% | +60.3% |
| 1Y | +70.9% | -41.5% | +112.4% | +96.0% |
| All | +73.2% | -20.3% | +93.5% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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