+310.6%
BE vs BHP
+71.4%
+239.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.3% | +1.3% | +1.9% |
| 7D | +9.7% | -3.7% | +13.5% | +14.5% |
| 30D | +22.4% | -0.8% | +23.2% | +22.5% |
| 3M | +10.4% | +7.6% | +2.8% | +0.5% |
| 6M | +67.9% | +20.8% | +47.1% | +34.7% |
| YTD | +197.5% | +50.8% | +146.7% | +92.0% |
| 1Y | +310.6% | +70.9% | +239.6% | +142.8% |
| All | +310.6% | +71.4% | +239.2% | +142.8% |
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 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