+8,106.0%
BHP vs TROW
+14,176.2%
-6,070.2%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.8% |
| 7D | +0.9% | -1.5% | +2.4% | +1.4% |
| 30D | +4.0% | -5.3% | +9.3% | +6.1% |
| 3M | +11.3% | +2.9% | +8.3% | +9.9% |
| 6M | +29.3% | +22.2% | +7.1% | +20.1% |
| YTD | +59.2% | +8.1% | +51.1% | +54.2% |
| 1Y | +80.8% | +5.8% | +75.0% | +76.3% |
| 3Y | +88.0% | +14.0% | +74.0% | +76.2% |
| 5Y | +126.6% | -38.3% | +164.9% | +156.6% |
| 10Y | +515.7% | +131.7% | +384.1% | +335.3% |
| All | +8,106.0% | +14,176.2% | -6,070.2% | +3,274.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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