+28.4%
ALL vs BHP
+51.7%
-23.4%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.1% | +5.0% | +2.5% |
| 7D | -0.1% | +3.8% | -4.0% | +0.6% |
| 30D | +13.8% | -6.5% | +20.3% | +12.5% |
| 3M | -2.8% | -8.5% | +5.8% | -4.1% |
| 6M | +23.7% | -2.2% | +25.8% | +24.0% |
| YTD | +27.3% | +40.0% | -12.7% | +33.1% |
| All | +28.4% | +51.7% | -23.4% | +33.9% |
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