+2,396.1%
MUU vs BHP
+59.1%
+2,337.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -0.7% |
| 7D | -8.2% | -3.6% | -4.6% | -1.7% |
| 30D | +10.2% | -1.2% | +11.3% | +10.3% |
| 3M | -26.5% | +1.2% | -27.7% | -27.7% |
| 6M | +227.2% | +21.4% | +205.8% | +168.4% |
| YTD | +527.4% | +50.4% | +477.0% | +268.1% |
| 1Y | +1,843.7% | +67.5% | +1,776.2% | +866.7% |
| All | +2,396.1% | +59.1% | +2,337.0% | +1,091.2% |
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