+70.2%
TRGP vs BHP
+48.4%
+21.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.9% | -2.7% | -4.7% |
| 7D | -12.6% | -4.0% | -8.7% | -12.8% |
| 30D | -4.5% | -9.7% | +5.2% | -4.9% |
| 3M | +4.9% | -10.2% | +15.1% | +4.4% |
| 6M | +5.6% | +1.3% | +4.2% | +5.0% |
| YTD | +50.1% | +35.6% | +14.5% | +41.0% |
| 1Y | +70.2% | +47.5% | +22.7% | +58.2% |
| All | +70.2% | +48.4% | +21.8% | +58.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling