+802.8%
TEAM vs BHP
+651.5%
+151.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.5% |
| 7D | -0.4% | -2.9% | +2.5% | +0.3% |
| 30D | +67.3% | +3.4% | +63.9% | +65.9% |
| 3M | +86.8% | +4.1% | +82.7% | +84.0% |
| 6M | +146.8% | +20.6% | +126.2% | +131.6% |
| YTD | +16.9% | +56.1% | -39.1% | +0.8% |
| 1Y | +12.8% | +69.6% | -56.8% | -5.4% |
| 3Y | -7.3% | +78.8% | -86.1% | -24.3% |
| 5Y | -50.7% | +113.1% | -163.8% | -61.9% |
| 10Y | +529.8% | +505.9% | +23.9% | +253.5% |
| All | +802.8% | +651.5% | +151.2% | +351.7% |
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 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