+262,336.6%
AMZN vs BHP
+3,016.2%
+259,320.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.2% |
| 7D | +0.8% | +1.3% | -0.5% | +0.3% |
| 30D | -6.4% | +4.0% | -10.3% | -7.8% |
| 3M | +4.8% | +12.3% | -7.5% | -0.2% |
| 6M | +20.5% | +30.8% | -10.3% | +8.2% |
| YTD | +11.3% | +58.8% | -47.4% | -7.3% |
| 1Y | +9.0% | +76.8% | -67.9% | -13.0% |
| 3Y | +85.9% | +87.5% | -1.6% | +42.9% |
| 5Y | +45.8% | +123.9% | -78.1% | +2.6% |
| 10Y | +555.5% | +504.4% | +51.1% | +200.3% |
| All | +262,336.6% | +3,016.2% | +259,320.4% | +41,291.8% |
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 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