+504.3%
MUU vs BHP
+53.4%
+450.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.6% | -16.6% | -19.1% |
| 7D | -35.9% | -2.5% | -33.3% | -33.2% |
| 30D | -47.1% | -7.7% | -39.4% | -38.4% |
| 3M | -29.8% | -6.4% | -23.5% | -23.1% |
| 6M | +16.0% | +5.2% | +10.9% | +20.8% |
| YTD | +286.1% | +38.3% | +247.8% | +181.1% |
| 1Y | +504.3% | +53.4% | +450.9% | +233.6% |
| All | +504.3% | +53.4% | +450.9% | +233.6% |
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