+2,926.4%
V vs BHP
+282.9%
+2,643.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.9% |
| 7D | -1.7% | -2.9% | +1.2% | -0.8% |
| 30D | +2.0% | +3.4% | -1.4% | +0.7% |
| 3M | +17.4% | +4.1% | +13.3% | +14.9% |
| 6M | +17.5% | +20.6% | -3.1% | +8.6% |
| YTD | +7.6% | +56.1% | -48.5% | -9.4% |
| 1Y | +7.7% | +69.6% | -61.9% | -12.2% |
| 3Y | +54.7% | +78.8% | -24.2% | +20.9% |
| 5Y | +73.0% | +113.1% | -40.0% | +22.6% |
| 10Y | +390.9% | +505.9% | -115.0% | +130.1% |
| All | +2,926.4% | +282.9% | +2,643.5% | +1,278.2% |
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