+384.8%
V vs BHP
+503.2%
-118.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -2.9% | +0.9% | -3.8% | -3.2% |
| 30D | +1.9% | +4.0% | -2.2% | +0.5% |
| 3M | +13.2% | +11.3% | +2.0% | +8.7% |
| 6M | +16.7% | +29.3% | -12.6% | +5.6% |
| YTD | +5.4% | +59.2% | -53.8% | -11.8% |
| 1Y | +7.7% | +80.8% | -73.2% | -14.2% |
| 3Y | +52.0% | +88.0% | -36.0% | +16.1% |
| 5Y | +67.7% | +126.6% | -58.9% | +13.5% |
| 10Y | +384.8% | +515.7% | -131.0% | +121.9% |
| All | +384.8% | +503.2% | -118.4% | +121.9% |
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