+1,271.8%
URI vs BHP
+503.2%
+768.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.1% | +1.2% |
| 7D | +5.0% | +0.9% | +4.1% | +4.4% |
| 30D | -9.4% | +4.0% | -13.4% | -11.9% |
| 3M | -5.8% | +11.3% | -17.1% | -13.2% |
| 6M | +25.8% | +29.3% | -3.5% | +3.3% |
| YTD | +27.9% | +59.2% | -31.3% | -10.5% |
| 1Y | +9.7% | +80.8% | -71.1% | -30.1% |
| 3Y | +128.0% | +88.0% | +40.0% | +35.3% |
| 5Y | +212.4% | +126.6% | +85.8% | +49.1% |
| 10Y | +1,271.8% | +515.7% | +756.1% | +209.3% |
| All | +1,271.8% | +503.2% | +768.7% | +209.3% |
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 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