+67.5%
BHP vs UUUU
+3.5%
+64.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | +0.7% |
| 7D | -3.6% | -10.5% | +6.9% | -1.6% |
| 30D | -1.2% | -10.5% | +9.3% | +0.6% |
| 3M | +1.2% | -14.1% | +15.3% | +3.2% |
| 6M | +21.4% | -35.5% | +56.9% | +28.4% |
| YTD | +50.4% | -10.9% | +61.4% | +54.0% |
| 1Y | +67.5% | +3.4% | +64.2% | +68.3% |
| All | +67.5% | +3.5% | +64.0% | +68.3% |
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