-41.3%
ALNY vs BHP
+69.4%
-110.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +0.6% |
| 7D | +12.2% | -2.9% | +15.1% | +12.4% |
| 30D | +16.3% | +3.4% | +13.0% | +16.2% |
| 3M | -12.4% | +4.1% | -16.4% | -11.7% |
| 6M | -18.7% | +20.6% | -39.3% | -21.8% |
| YTD | -33.1% | +56.1% | -89.1% | -38.9% |
| 1Y | -41.3% | +69.6% | -110.9% | -47.2% |
| All | -41.3% | +69.4% | -110.7% | -47.2% |
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