+2,197.4%
TRGP vs BHP
+139.4%
+2,058.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.2% | +2.6% | +3.0% |
| 7D | +2.4% | +2.4% | 0.0% | +0.8% |
| 30D | +0.8% | -5.4% | +6.2% | +3.9% |
| 3M | +10.4% | -6.9% | +17.2% | +13.9% |
| 6M | +16.3% | -4.3% | +20.6% | +15.1% |
| YTD | +61.1% | +41.6% | +19.5% | +19.3% |
| 1Y | +71.6% | +53.3% | +18.3% | +20.2% |
| 3Y | +267.5% | +58.4% | +209.1% | +137.3% |
| 5Y | +488.1% | +121.3% | +366.9% | +181.5% |
| 10Y | +803.8% | +349.0% | +454.8% | +189.0% |
| All | +2,197.4% | +139.4% | +2,058.0% | +783.1% |
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