+1,364.7%
MU vs BHP
+84.2%
+1,280.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +6.4% |
| 7D | +9.0% | -2.9% | +11.9% | +11.6% |
| 30D | +13.8% | +3.4% | +10.4% | +10.0% |
| 3M | +2.1% | +4.1% | -2.0% | -1.1% |
| 6M | +153.8% | +20.6% | +133.2% | +123.3% |
| YTD | +256.4% | +56.1% | +200.3% | +160.9% |
| 1Y | +719.8% | +69.6% | +650.2% | +464.5% |
| All | +1,364.7% | +84.2% | +1,280.5% | +845.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling