-53.1%
TEAM vs BHP
+126.1%
-179.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.5% | +0.7% |
| 7D | -4.7% | +0.9% | -5.6% | -5.0% |
| 30D | +17.0% | +4.0% | +13.0% | +15.4% |
| 3M | +85.9% | +11.3% | +74.6% | +79.3% |
| 6M | +116.7% | +29.3% | +87.3% | +96.8% |
| YTD | +9.6% | +59.2% | -49.6% | -9.7% |
| 1Y | -2.5% | +80.8% | -83.4% | -24.1% |
| 3Y | -14.0% | +88.0% | -102.0% | -35.6% |
| 5Y | -53.1% | +126.6% | -179.7% | -65.8% |
| All | -53.1% | +126.1% | -179.2% | -65.8% |
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