-99.3%
AMC vs BHP
+120.8%
-220.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.3% | +1.1% |
| 7D | +2.6% | +0.9% | +1.7% | +2.3% |
| 30D | +9.0% | -6.3% | +15.3% | +12.5% |
| 3M | +22.2% | -7.1% | +29.3% | +26.4% |
| 6M | +91.5% | -3.2% | +94.7% | +94.0% |
| YTD | +101.3% | +37.9% | +63.4% | +69.4% |
| 1Y | +20.8% | +49.7% | -28.9% | -2.7% |
| 3Y | -71.3% | +51.7% | -123.0% | -77.9% |
| All | -99.3% | +120.8% | -220.1% | -99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling