+40,736.5%
ADI vs BHP
+6,941.2%
+33,795.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -2.3% |
| 7D | +9.5% | -0.5% | +10.0% | +9.8% |
| 30D | -1.4% | -4.5% | +3.1% | +0.6% |
| 3M | +4.7% | -6.9% | +11.6% | +7.6% |
| 6M | -7.4% | -10.6% | +3.1% | -3.6% |
| YTD | +48.1% | +37.2% | +10.9% | +30.0% |
| 1Y | +69.6% | +48.0% | +21.6% | +44.5% |
| 3Y | +144.4% | +52.6% | +91.8% | +104.1% |
| 5Y | +134.1% | +116.5% | +17.7% | +66.4% |
| 10Y | +632.8% | +334.9% | +297.8% | +290.3% |
| All | +40,736.5% | +6,941.2% | +33,795.3% | +5,350.7% |
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 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