+301.8%
AMD vs BHP
+50.5%
+251.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.7% | +9.4% | +9.7% |
| 7D | -11.0% | +0.9% | -12.0% | -11.5% |
| 30D | -30.5% | -6.3% | -24.2% | -26.4% |
| 3M | -8.2% | -7.1% | -1.1% | -2.7% |
| 6M | +6.6% | -3.2% | +9.8% | +9.7% |
| YTD | +109.7% | +37.9% | +71.8% | +68.0% |
| 1Y | +88.9% | +49.7% | +39.2% | +42.6% |
| 3Y | +301.8% | +51.7% | +250.1% | +178.8% |
| All | +301.8% | +50.5% | +251.3% | +178.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling