+888.8%
DECK vs BHP
+360.5%
+528.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -0.7% |
| 7D | +6.0% | -4.0% | +10.0% | +7.8% |
| 30D | +7.4% | -9.7% | +17.1% | +11.9% |
| 3M | -11.7% | -10.2% | -1.5% | -8.2% |
| 6M | -11.0% | +1.3% | -12.3% | -13.0% |
| YTD | -15.4% | +35.6% | -51.0% | -27.9% |
| 1Y | +7.2% | +47.5% | -40.2% | -12.0% |
| 3Y | -11.8% | +48.9% | -60.8% | -29.8% |
| 5Y | +24.3% | +118.4% | -94.1% | -21.1% |
| All | +888.8% | +360.5% | +528.3% | +314.8% |
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