+3,297.7%
V vs BHP
+240.9%
+3,056.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.1% | -0.4% |
| 7D | -0.4% | +2.5% | -2.8% | -1.2% |
| 30D | +6.3% | -5.2% | +11.5% | +8.0% |
| 3M | +17.2% | -8.7% | +25.9% | +20.1% |
| 6M | +29.2% | -6.9% | +36.1% | +30.3% |
| YTD | +20.8% | +39.0% | -18.2% | +5.3% |
| 1Y | +25.0% | +48.9% | -23.9% | +6.3% |
| 3Y | +75.3% | +55.4% | +19.9% | +43.3% |
| 5Y | +105.8% | +119.2% | -13.4% | +43.7% |
| 10Y | +451.9% | +340.5% | +111.4% | +187.3% |
| All | +3,297.7% | +240.9% | +3,056.8% | +1,501.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling