+148.0%
ADBE vs BHP
+498.2%
-350.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.3% | +2.9% | -0.7% |
| 7D | -12.9% | -3.7% | -9.2% | -11.9% |
| 30D | -5.6% | -0.8% | -4.8% | -5.6% |
| 3M | +6.6% | +7.6% | -1.0% | +3.0% |
| 6M | -9.6% | +20.8% | -30.4% | -16.8% |
| YTD | -28.9% | +50.8% | -79.7% | -40.3% |
| 1Y | -28.9% | +70.9% | -99.9% | -43.3% |
| 3Y | -55.6% | +78.0% | -133.6% | -66.1% |
| 5Y | -62.2% | +113.1% | -175.3% | -74.1% |
| All | +148.0% | +498.2% | -350.2% | +7.6% |
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