+47.1%
EQT vs BHP
+496.8%
-449.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -2.0% | -3.6% | +1.6% | -0.6% |
| 30D | 0.0% | -1.2% | +1.2% | +0.2% |
| 3M | +5.9% | +1.2% | +4.7% | +4.4% |
| 6M | -14.8% | +21.4% | -36.2% | -23.6% |
| YTD | +1.8% | +50.4% | -48.7% | -18.2% |
| 1Y | +7.4% | +67.5% | -60.2% | -18.2% |
| 3Y | +33.6% | +72.8% | -39.2% | -2.8% |
| 5Y | +199.3% | +112.6% | +86.7% | +93.2% |
| All | +47.1% | +496.8% | -449.7% | -45.0% |
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