+2,802.6%
MULL vs BHP
+65.8%
+2,736.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -2.5% | +14.3% | +16.5% |
| 7D | +17.3% | -5.0% | +22.3% | +28.5% |
| 30D | +23.5% | +1.2% | +22.3% | +16.7% |
| 3M | -24.0% | +1.8% | -25.8% | -24.3% |
| 6M | +276.7% | +18.0% | +258.7% | +224.5% |
| YTD | +565.1% | +52.7% | +512.3% | +325.4% |
| 1Y | +2,802.6% | +66.0% | +2,736.6% | +1,561.8% |
| All | +2,802.6% | +65.8% | +2,736.8% | +1,561.8% |
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