+14,856.2%
TT vs BHP
+7,085.6%
+7,770.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.9% |
| 7D | +0.8% | +3.8% | -3.0% | -0.7% |
| 30D | -11.8% | -6.5% | -5.3% | -9.4% |
| 3M | -11.6% | -8.5% | -3.0% | -8.6% |
| 6M | -9.3% | -2.2% | -7.1% | -9.4% |
| YTD | +8.9% | +40.0% | -31.1% | -6.3% |
| 1Y | -2.2% | +51.3% | -53.6% | -18.6% |
| 3Y | +91.9% | +56.5% | +35.3% | +53.3% |
| 5Y | +136.0% | +130.2% | +5.8% | +53.7% |
| 10Y | +734.7% | +336.5% | +398.2% | +291.2% |
| All | +14,856.2% | +7,085.6% | +7,770.6% | +2,358.1% |
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