+1,106.2%
MPC vs BHP
+363.1%
+743.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.7% | +0.9% | +2.6% |
| 7D | -9.4% | +3.5% | -12.9% | -11.2% |
| 30D | -14.3% | -4.5% | -9.8% | -12.7% |
| 3M | +31.1% | -6.4% | +37.5% | +34.2% |
| 6M | +60.3% | -0.1% | +60.3% | +55.0% |
| YTD | +142.5% | +43.0% | +99.5% | +83.6% |
| 1Y | +104.6% | +56.5% | +48.1% | +45.8% |
| 3Y | +191.7% | +62.0% | +129.7% | +95.1% |
| 5Y | +549.2% | +130.4% | +418.8% | +210.8% |
| 10Y | +1,106.2% | +349.1% | +757.2% | +279.1% |
| All | +1,106.2% | +363.1% | +743.1% | +279.1% |
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