+45.0%
BBY vs BHP
+71.6%
-26.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.1% |
| 7D | +0.6% | -3.6% | +4.2% | +1.6% |
| 30D | +9.4% | -1.2% | +10.6% | +9.5% |
| 3M | +19.3% | +1.2% | +18.1% | +18.2% |
| 6M | +47.9% | +21.4% | +26.5% | +35.7% |
| YTD | +39.6% | +50.4% | -10.9% | +13.8% |
| 1Y | +22.2% | +67.5% | -45.3% | -5.8% |
| 3Y | +45.0% | +72.8% | -27.8% | +5.2% |
| All | +45.0% | +71.6% | -26.6% | +5.2% |
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