+105.0%
ED vs BHP
+498.2%
-393.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.3% | +4.6% | -0.2% |
| 7D | -1.9% | -3.7% | +1.9% | -1.5% |
| 30D | +0.1% | -0.8% | +0.9% | +0.1% |
| 3M | 0.0% | +7.6% | -7.6% | -0.9% |
| 6M | -2.5% | +20.8% | -23.3% | -4.9% |
| YTD | +10.1% | +50.8% | -40.7% | +4.6% |
| 1Y | +13.6% | +70.9% | -57.3% | +6.1% |
| 3Y | +32.4% | +78.0% | -45.6% | +22.1% |
| 5Y | +69.9% | +113.1% | -43.2% | +51.0% |
| All | +105.0% | +498.2% | -393.2% | +53.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling