+2,980.9%
BHP vs TRI
+518.6%
+2,462.3%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.5% | +8.2% | +5.5% |
| 7D | +1.3% | -7.1% | +8.4% | +5.1% |
| 30D | +4.0% | -2.3% | +6.3% | +4.2% |
| 3M | +12.3% | +19.6% | -7.3% | -3.7% |
| 6M | +30.8% | -8.7% | +39.5% | +28.1% |
| YTD | +58.8% | -22.3% | +81.0% | +66.8% |
| 1Y | +76.8% | -40.7% | +117.5% | +122.0% |
| 3Y | +87.5% | -17.8% | +105.2% | +79.5% |
| 5Y | +123.9% | -8.5% | +132.4% | +92.8% |
| 10Y | +504.4% | +192.6% | +311.8% | +103.9% |
| All | +2,980.9% | +518.6% | +2,462.3% | +413.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling