+455.4%
V vs BHP
+340.1%
+115.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +1.0% |
| 7D | +0.8% | +3.8% | -3.0% | -0.4% |
| 30D | +9.9% | -6.5% | +16.4% | +12.1% |
| 3M | +17.5% | -8.5% | +26.0% | +20.3% |
| 6M | +33.5% | -2.2% | +35.6% | +32.4% |
| YTD | +21.6% | +40.0% | -18.4% | +5.5% |
| 1Y | +27.6% | +51.3% | -23.7% | +7.6% |
| 3Y | +76.4% | +56.5% | +19.9% | +42.9% |
| 5Y | +103.8% | +130.2% | -26.4% | +34.0% |
| All | +455.4% | +340.1% | +115.3% | +175.4% |
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