+476.4%
BHP vs UUUU
+465.5%
+10.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | +0.6% |
| 7D | -3.6% | -10.5% | +6.9% | -1.9% |
| 30D | -1.2% | -10.5% | +9.3% | +0.4% |
| 3M | +1.2% | -14.1% | +15.3% | +3.1% |
| 6M | +21.4% | -35.5% | +56.9% | +28.5% |
| YTD | +50.4% | -10.9% | +61.4% | +49.3% |
| 1Y | +67.5% | +3.4% | +64.2% | +58.6% |
| 3Y | +72.8% | +73.1% | -0.3% | +41.0% |
| 5Y | +112.6% | +87.1% | +25.5% | +61.4% |
| All | +476.4% | +465.5% | +10.9% | +202.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling