+850.1%
TRGP vs BHP
+496.8%
+353.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.3% | -0.4% |
| 7D | +0.1% | -3.6% | +3.7% | +2.3% |
| 30D | +8.0% | -1.2% | +9.2% | +8.3% |
| 3M | +8.3% | +1.2% | +7.1% | +5.3% |
| 6M | +23.9% | +21.4% | +2.5% | +3.5% |
| YTD | +59.6% | +50.4% | +9.2% | +12.7% |
| 1Y | +79.4% | +67.5% | +11.9% | +16.2% |
| 3Y | +269.4% | +72.8% | +196.6% | +118.7% |
| 5Y | +641.6% | +112.6% | +529.0% | +239.7% |
| All | +850.1% | +496.8% | +353.3% | +134.6% |
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