+1,803.2%
BE vs BHP
+55.3%
+1,747.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.9% | -1.7% | -2.0% |
| 7D | +20.5% | +2.5% | +18.1% | +18.7% |
| 30D | -23.4% | -5.2% | -18.1% | -19.3% |
| 3M | -14.9% | -8.7% | -6.1% | -7.9% |
| 6M | -28.1% | -6.9% | -21.2% | -22.8% |
| YTD | +132.4% | +39.0% | +93.4% | +92.8% |
| 1Y | +59.4% | +48.9% | +10.4% | +26.9% |
| All | +1,803.2% | +55.3% | +1,747.9% | +1,311.9% |
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