+3,452.6%
ALNY vs BHP
+1,434.5%
+2,018.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -6.5% | -3.6% | -2.9% | -5.2% |
| 30D | +11.0% | -1.2% | +12.2% | +11.5% |
| 3M | -14.1% | +1.2% | -15.3% | -15.5% |
| 6M | -22.4% | +21.4% | -43.8% | -29.6% |
| YTD | -37.5% | +50.4% | -87.9% | -48.1% |
| 1Y | -46.9% | +67.5% | -114.4% | -57.9% |
| 3Y | +22.1% | +72.8% | -50.8% | -6.6% |
| 5Y | +31.2% | +112.6% | -81.4% | -11.4% |
| 10Y | +256.3% | +481.7% | -225.4% | +42.5% |
| All | +3,452.6% | +1,434.5% | +2,018.1% | +1,040.3% |
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