+90.2%
TT vs BHP
+50.5%
+39.7%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +1.9% |
| 7D | -2.0% | +0.9% | -2.9% | -2.3% |
| 30D | -14.0% | -6.3% | -7.8% | -12.5% |
| 3M | -15.9% | -7.1% | -8.7% | -14.3% |
| 6M | -17.3% | -3.2% | -14.1% | -17.1% |
| YTD | +4.0% | +37.9% | -33.9% | -4.3% |
| 1Y | -7.1% | +49.7% | -56.8% | -16.1% |
| 3Y | +90.2% | +51.7% | +38.6% | +66.1% |
| All | +90.2% | +50.5% | +39.7% | +66.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling