+331.1%
AMD vs BHP
+76.8%
+254.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +5.0% | +5.0% |
| 7D | +2.6% | -2.9% | +5.5% | +4.9% |
| 30D | -0.9% | +3.4% | -4.3% | -4.1% |
| 3M | -8.7% | +4.1% | -12.8% | -11.8% |
| 6M | +136.3% | +20.6% | +115.8% | +105.7% |
| YTD | +123.0% | +56.1% | +66.9% | +61.4% |
| 1Y | +195.2% | +69.6% | +125.6% | +101.7% |
| All | +331.1% | +76.8% | +254.3% | +160.5% |
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