+78.4%
V vs BHP
+60.3%
+18.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -0.5% |
| 7D | -0.8% | +3.5% | -4.3% | -1.1% |
| 30D | +9.5% | -4.5% | +14.0% | +10.0% |
| 3M | +16.7% | -6.4% | +23.0% | +17.3% |
| 6M | +32.9% | -0.1% | +33.0% | +32.2% |
| YTD | +21.1% | +43.0% | -21.9% | +13.0% |
| 1Y | +26.6% | +56.5% | -29.9% | +16.2% |
| 3Y | +78.4% | +62.0% | +16.3% | +55.5% |
| All | +78.4% | +60.3% | +18.0% | +55.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling