+123.9%
BHP vs URA
+131.0%
-7.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +0.6% |
| 7D | +1.3% | +8.1% | -6.8% | -1.6% |
| 30D | +4.0% | +5.8% | -1.8% | +1.7% |
| 3M | +12.3% | +3.4% | +8.9% | +10.4% |
| 6M | +30.8% | -2.6% | +33.4% | +31.2% |
| YTD | +58.8% | +11.2% | +47.6% | +51.7% |
| 1Y | +76.8% | +19.8% | +57.0% | +62.4% |
| 3Y | +87.5% | +121.5% | -34.0% | +31.1% |
| 5Y | +123.9% | +134.5% | -10.6% | +49.1% |
| All | +123.9% | +131.0% | -7.1% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 5y: compounded portfolio wealth divided by compounded URA 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…
5y analysis · Full analysis span regression · 6 months rolling