+324.8%
WM vs BHP
+345.2%
-20.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | +0.1% | +1.1% |
| 7D | +0.8% | +2.4% | -1.6% | +0.4% |
| 30D | +13.8% | -5.4% | +19.2% | +14.6% |
| 3M | +6.4% | -6.9% | +13.2% | +7.3% |
| 6M | +13.2% | -4.3% | +17.5% | +13.1% |
| YTD | +10.8% | +41.6% | -30.9% | +2.3% |
| 1Y | +20.2% | +53.3% | -33.1% | +9.3% |
| 3Y | +46.5% | +58.4% | -11.9% | +30.0% |
| 5Y | +61.3% | +121.3% | -60.0% | +28.8% |
| 10Y | +324.8% | +349.0% | -24.2% | +182.1% |
| All | +324.8% | +345.2% | -20.4% | +182.1% |
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