+302.0%
TRV vs BHP
+496.8%
-194.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.1% |
| 7D | +1.9% | -3.6% | +5.5% | +2.8% |
| 30D | +1.7% | -1.2% | +2.9% | +1.8% |
| 3M | +23.9% | +1.2% | +22.7% | +22.8% |
| 6M | +26.3% | +21.4% | +4.9% | +17.9% |
| YTD | +30.8% | +50.4% | -19.6% | +14.2% |
| 1Y | +36.3% | +67.5% | -31.2% | +14.7% |
| 3Y | +145.0% | +72.8% | +72.2% | +98.8% |
| 5Y | +163.9% | +112.6% | +51.3% | +89.9% |
| All | +302.0% | +496.8% | -194.8% | +106.0% |
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