+70,760.1%
BBY vs BHP
+8,071.5%
+62,688.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.7% | -1.5% |
| 7D | +1.2% | +0.9% | +0.3% | +0.9% |
| 30D | +6.8% | +4.0% | +2.8% | +5.2% |
| 3M | +18.7% | +11.3% | +7.5% | +13.9% |
| 6M | +37.3% | +29.3% | +8.0% | +24.2% |
| YTD | +35.3% | +59.2% | -23.9% | +13.1% |
| 1Y | +20.7% | +80.8% | -60.2% | -3.4% |
| 3Y | +39.4% | +88.0% | -48.6% | +9.1% |
| 5Y | -1.5% | +126.6% | -128.1% | -29.6% |
| 10Y | +239.8% | +515.7% | -275.9% | +71.3% |
| All | +70,760.1% | +8,071.5% | +62,688.6% | +14,293.0% |
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