+1.3%
BBY vs BHP
+110.7%
-109.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +36.8% |
| YTD | +39.6% | +50.4% | -10.9% | +17.9% |
| 1Y | +22.2% | +67.5% | -45.3% | -1.0% |
| 3Y | +45.0% | +72.8% | -27.8% | +13.8% |
| All | +1.3% | +110.7% | -109.4% | -21.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling