+294.7%
C vs BHP
+503.2%
-208.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.6% |
| 7D | +2.6% | +0.9% | +1.7% | +2.1% |
| 30D | +1.9% | +4.0% | -2.1% | -0.5% |
| 3M | +2.8% | +11.3% | -8.5% | -3.6% |
| 6M | +30.6% | +29.3% | +1.2% | +11.9% |
| YTD | +19.9% | +59.2% | -39.3% | -9.2% |
| 1Y | +44.6% | +80.8% | -36.3% | +1.7% |
| 3Y | +272.1% | +88.0% | +184.1% | +147.7% |
| 5Y | +132.0% | +126.6% | +5.3% | +28.2% |
| 10Y | +294.7% | +515.7% | -221.1% | +29.1% |
| All | +294.7% | +503.2% | -208.5% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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