+67.5%
BHP vs WU
-9.1%
+76.6%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.3% |
| 7D | -3.6% | -3.5% | -0.1% | -3.3% |
| 30D | -1.2% | -2.9% | +1.8% | -1.0% |
| 3M | +1.2% | -2.3% | +3.5% | +0.2% |
| 6M | +21.4% | -25.4% | +46.8% | +23.2% |
| YTD | +50.4% | -21.2% | +71.6% | +51.0% |
| 1Y | +67.5% | -8.9% | +76.4% | +63.0% |
| All | +67.5% | -9.1% | +76.6% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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