+2,423.9%
MUU vs BHP
+59.4%
+2,364.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.3% | -4.0% | +0.5% |
| 7D | +3.6% | -3.7% | +7.3% | +11.0% |
| 30D | +22.3% | -0.8% | +23.2% | +21.8% |
| 3M | -8.2% | +7.6% | -15.8% | -18.3% |
| 6M | +256.3% | +20.8% | +235.5% | +194.0% |
| YTD | +534.4% | +50.8% | +483.6% | +270.7% |
| 1Y | +2,163.5% | +70.9% | +2,092.6% | +992.1% |
| All | +2,423.9% | +59.4% | +2,364.5% | +1,099.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling