+508.6%
TRGP vs BHP
+119.3%
+389.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +2.2% |
| 7D | +9.0% | +2.5% | +6.5% | +8.1% |
| 30D | +1.5% | -5.2% | +6.7% | +3.1% |
| 3M | +10.7% | -8.7% | +19.4% | +13.5% |
| 6M | +17.1% | -6.9% | +24.0% | +17.9% |
| YTD | +63.6% | +39.0% | +24.7% | +37.0% |
| 1Y | +77.0% | +48.9% | +28.0% | +43.6% |
| 3Y | +273.2% | +55.4% | +217.8% | +185.1% |
| 5Y | +508.6% | +119.2% | +389.4% | +280.7% |
| All | +508.6% | +119.3% | +389.3% | +280.7% |
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 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