+877.2%
DECK vs BHP
+368.2%
+509.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.8% | -1.9% |
| 7D | +5.8% | +0.9% | +4.8% | +5.4% |
| 30D | +7.9% | -6.3% | +14.1% | +10.6% |
| 3M | -11.4% | -7.1% | -4.3% | -9.2% |
| 6M | -16.6% | -3.2% | -13.4% | -16.8% |
| YTD | -16.4% | +37.9% | -54.2% | -29.2% |
| 1Y | +8.6% | +49.7% | -41.0% | -11.4% |
| 3Y | -15.1% | +51.7% | -66.8% | -32.9% |
| 5Y | +22.9% | +122.0% | -99.2% | -22.6% |
| All | +877.2% | +368.2% | +509.0% | +307.1% |
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