+272,232.7%
AMZN vs BHP
+2,592.7%
+269,640.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.2% |
| 7D | +2.8% | -0.5% | +3.3% | +3.0% |
| 30D | +5.0% | -4.5% | +9.5% | +6.6% |
| 3M | +0.6% | -6.9% | +7.5% | +2.9% |
| 6M | -1.3% | -10.6% | +9.3% | +1.7% |
| YTD | +15.5% | +37.2% | -21.7% | +1.2% |
| 1Y | +12.2% | +48.0% | -35.8% | -4.4% |
| 3Y | +87.0% | +52.6% | +34.5% | +54.7% |
| 5Y | +51.3% | +116.5% | -65.2% | +7.9% |
| 10Y | +621.7% | +334.9% | +286.7% | +272.7% |
| All | +272,232.7% | +2,592.7% | +269,640.0% | +45,083.1% |
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