+66.0%
BHP vs UUUU
+27.9%
+38.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.6% |
| 7D | -5.0% | -1.4% | -3.6% | -4.8% |
| 30D | +1.2% | +16.3% | -15.2% | -1.8% |
| 3M | +1.8% | -16.7% | +18.5% | +4.0% |
| 6M | +18.0% | -33.7% | +51.7% | +23.1% |
| YTD | +52.7% | -0.5% | +53.2% | +53.7% |
| 1Y | +66.0% | +28.9% | +37.1% | +66.9% |
| All | +66.0% | +27.9% | +38.0% | +66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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