+5.5%
URI vs BHP
+65.8%
-60.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.5% | +4.1% | +2.0% |
| 7D | -2.0% | -5.0% | +3.0% | -1.3% |
| 30D | -12.9% | +1.2% | -14.1% | -13.2% |
| 3M | -6.7% | +1.8% | -8.6% | -7.3% |
| 6M | +19.0% | +18.0% | +1.0% | +13.0% |
| YTD | +25.5% | +52.7% | -27.2% | +9.5% |
| 1Y | +5.5% | +66.0% | -60.4% | -11.3% |
| All | +5.5% | +65.8% | -60.2% | -11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling