+273.7%
RMD vs BHP
+498.2%
-224.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.3% | +5.1% | +1.3% |
| 7D | -4.2% | -3.7% | -0.5% | -3.2% |
| 30D | -2.1% | -0.8% | -1.2% | -1.9% |
| 3M | +13.8% | +7.6% | +6.2% | +10.7% |
| 6M | -10.6% | +20.8% | -31.4% | -16.6% |
| YTD | -8.1% | +50.8% | -58.9% | -20.2% |
| 1Y | -18.0% | +70.9% | -88.9% | -31.6% |
| 3Y | +52.9% | +78.0% | -25.1% | +23.1% |
| 5Y | -22.3% | +113.1% | -135.4% | -43.0% |
| All | +273.7% | +498.2% | -224.5% | +89.3% |
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