+17.6%
ABNB vs BHP
+122.5%
-104.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.6% |
| 7D | -6.5% | -3.6% | -2.8% | -5.2% |
| 30D | -5.5% | -1.2% | -4.3% | -5.3% |
| 3M | +30.0% | +1.2% | +28.8% | +28.8% |
| 6M | +27.6% | +21.4% | +6.2% | +16.4% |
| YTD | +25.4% | +50.4% | -25.0% | +3.7% |
| 1Y | +38.3% | +67.5% | -29.2% | +8.8% |
| 3Y | +15.5% | +72.8% | -57.3% | -12.3% |
| 5Y | +3.0% | +112.6% | -109.6% | -26.5% |
| All | +17.6% | +122.5% | -104.9% | -17.7% |
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 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