+661.2%
MU vs BHP
+77.6%
+583.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.5% | +2.5% |
| 7D | +7.5% | +0.9% | +6.6% | +6.5% |
| 30D | +19.4% | +4.0% | +15.3% | +13.9% |
| 3M | +9.8% | +11.3% | -1.4% | -2.2% |
| 6M | +164.1% | +29.3% | +134.8% | +116.9% |
| YTD | +260.3% | +59.2% | +201.1% | +157.5% |
| 1Y | +661.2% | +80.8% | +580.3% | +405.8% |
| All | +661.2% | +77.6% | +583.5% | +405.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling