+494.4%
TEAM vs BHP
+496.8%
-2.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -5.2% | -3.6% | -1.6% | -4.4% |
| 30D | +15.8% | -1.2% | +16.9% | +15.8% |
| 3M | +101.5% | +1.2% | +100.3% | +99.9% |
| 6M | +138.2% | +21.4% | +116.8% | +122.4% |
| YTD | +10.8% | +50.4% | -39.6% | -4.3% |
| 1Y | +1.7% | +67.5% | -65.8% | -15.3% |
| 3Y | -16.0% | +72.8% | -88.9% | -31.7% |
| 5Y | -52.7% | +112.6% | -165.3% | -63.9% |
| All | +494.4% | +496.8% | -2.4% | +209.7% |
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