+2,241.1%
TRGP vs BHP
+131.9%
+2,109.2%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +1.1% |
| 7D | +12.4% | -0.5% | +12.9% | +12.6% |
| 30D | +2.6% | -4.5% | +7.1% | +5.1% |
| 3M | +11.9% | -6.9% | +18.7% | +15.5% |
| 6M | +13.9% | -10.6% | +24.5% | +17.7% |
| YTD | +64.2% | +37.2% | +27.0% | +24.0% |
| 1Y | +78.5% | +48.0% | +30.5% | +27.8% |
| 3Y | +272.9% | +52.6% | +220.4% | +146.6% |
| 5Y | +510.7% | +116.5% | +394.3% | +195.8% |
| 10Y | +821.0% | +334.9% | +486.0% | +200.3% |
| All | +2,241.1% | +131.9% | +2,109.2% | +817.6% |
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 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