+8,106.0%
BHP vs WY
+673.4%
+7,432.6%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | +0.9% | -1.7% | +2.6% | +1.6% |
| 30D | +4.0% | -9.9% | +13.9% | +8.8% |
| 3M | +11.3% | -7.5% | +18.8% | +14.4% |
| 6M | +29.3% | -5.1% | +34.5% | +31.4% |
| YTD | +59.2% | -2.1% | +61.3% | +58.8% |
| 1Y | +80.8% | -7.3% | +88.2% | +84.1% |
| 3Y | +88.0% | -22.6% | +110.6% | +103.9% |
| 5Y | +126.6% | -19.8% | +146.4% | +137.7% |
| 10Y | +515.7% | +9.6% | +506.2% | +422.2% |
| All | +8,106.0% | +673.4% | +7,432.6% | +4,137.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 all: compounded portfolio wealth divided by compounded WY 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…
all analysis · Full analysis span regression · 6 months rolling