+6,432.7%
TRV vs BHP
+8,071.5%
-1,638.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.3% |
| 7D | +0.2% | +0.9% | -0.7% | -0.1% |
| 30D | -2.3% | +4.0% | -6.4% | -3.5% |
| 3M | +22.7% | +11.3% | +11.4% | +18.6% |
| 6M | +21.9% | +29.3% | -7.4% | +12.4% |
| YTD | +27.5% | +59.2% | -31.8% | +10.6% |
| 1Y | +36.2% | +80.8% | -44.6% | +13.9% |
| 3Y | +140.6% | +88.0% | +52.6% | +94.8% |
| 5Y | +154.5% | +126.6% | +27.9% | +90.1% |
| 10Y | +295.4% | +515.7% | -220.3% | +118.5% |
| All | +6,432.7% | +8,071.5% | -1,638.8% | +1,924.8% |
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