+27.7%
V vs BHP
+46.1%
-18.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.3% |
| 7D | +0.9% | -0.5% | +1.4% | +0.9% |
| 30D | +9.0% | -4.5% | +13.5% | +8.9% |
| 3M | +16.7% | -6.9% | +23.6% | +16.7% |
| 6M | +33.4% | -10.6% | +44.0% | +33.7% |
| YTD | +22.4% | +37.2% | -14.8% | +18.2% |
| 1Y | +27.7% | +48.0% | -20.4% | +21.7% |
| All | +27.7% | +46.1% | -18.4% | +21.7% |
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