+41,132.7%
RMD vs BHP
+3,593.4%
+37,539.3%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.3% |
| 7D | -5.0% | -2.9% | -2.1% | -4.3% |
| 30D | +2.2% | +3.4% | -1.2% | +1.3% |
| 3M | +17.8% | +4.1% | +13.8% | +16.0% |
| 6M | -11.3% | +20.6% | -31.9% | -16.2% |
| YTD | -4.4% | +56.1% | -60.5% | -15.7% |
| 1Y | -15.7% | +69.6% | -85.3% | -27.4% |
| 3Y | +47.7% | +78.8% | -31.1% | +23.9% |
| 5Y | -19.2% | +113.1% | -132.3% | -36.6% |
| 10Y | +280.4% | +505.9% | -225.5% | +122.5% |
| All | +41,132.7% | +3,593.4% | +37,539.3% | +14,316.1% |
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