+360.5%
BE vs BHP
+65.8%
+294.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.5% | +9.8% | +10.0% |
| 7D | +20.0% | -5.0% | +24.9% | +26.4% |
| 30D | +7.9% | +1.2% | +6.7% | +5.1% |
| 3M | -13.2% | +1.8% | -15.1% | -15.9% |
| 6M | +53.5% | +18.0% | +35.4% | +27.5% |
| YTD | +191.0% | +52.7% | +138.3% | +89.0% |
| 1Y | +360.5% | +66.0% | +294.5% | +168.6% |
| All | +360.5% | +65.8% | +294.7% | +168.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling