+2,538.2%
MUU vs BHP
+67.9%
+2,470.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -6.2% |
| 7D | +13.9% | +1.3% | +12.7% | +11.0% |
| 30D | +24.8% | +4.0% | +20.8% | +13.5% |
| 3M | -15.7% | +12.3% | -28.0% | -30.7% |
| 6M | +338.9% | +30.8% | +308.1% | +215.4% |
| YTD | +563.2% | +58.8% | +504.4% | +251.4% |
| 1Y | +2,577.5% | +76.8% | +2,500.7% | +1,102.8% |
| All | +2,538.2% | +67.9% | +2,470.4% | +1,037.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling