+614.2%
TEAM vs BHP
+560.7%
+53.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.2% |
| 7D | -2.4% | -0.5% | -1.9% | -2.3% |
| 30D | -26.7% | -4.5% | -22.2% | -26.0% |
| 3M | -9.6% | -6.9% | -2.7% | -8.5% |
| 6M | +86.0% | -10.6% | +96.6% | +89.5% |
| YTD | -7.5% | +37.2% | -44.7% | -18.0% |
| 1Y | -1.4% | +48.0% | -49.4% | -14.5% |
| 3Y | -14.3% | +52.6% | -66.9% | -27.4% |
| 5Y | -66.3% | +116.5% | -182.8% | -74.0% |
| 10Y | +445.6% | +334.9% | +110.7% | +230.4% |
| All | +614.2% | +560.7% | +53.5% | +267.7% |
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