-29.0%
ADBE vs BHP
+71.0%
-100.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.3% | +2.9% | -3.2% |
| 7D | -12.9% | -3.7% | -9.2% | -13.4% |
| 30D | -5.6% | -0.8% | -4.8% | -5.6% |
| 3M | +6.6% | +7.6% | -1.0% | +8.7% |
| 6M | -9.6% | +20.8% | -30.4% | -6.9% |
| YTD | -28.9% | +50.8% | -79.7% | -26.3% |
| All | -29.0% | +71.0% | -100.0% | -26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling