+1,683.3%
BE vs BHP
+81.6%
+1,601.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.3% | -3.1% | -3.1% |
| 7D | +23.9% | +0.9% | +23.0% | +23.1% |
| 30D | +27.8% | +4.0% | +23.8% | +23.2% |
| 3M | +3.7% | +11.3% | -7.5% | -4.8% |
| 6M | +78.0% | +29.3% | +48.6% | +46.2% |
| YTD | +209.9% | +59.2% | +150.7% | +124.6% |
| 1Y | +389.6% | +80.8% | +308.8% | +228.9% |
| All | +1,683.3% | +81.6% | +1,601.7% | +980.9% |
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