+707.7%
BE vs BHP
+211.6%
+496.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.9% | -1.7% | -2.1% |
| 7D | +20.5% | +2.5% | +18.1% | +18.8% |
| 30D | -23.4% | -5.2% | -18.1% | -19.5% |
| 3M | -14.9% | -8.7% | -6.1% | -8.2% |
| 6M | -28.1% | -6.9% | -21.2% | -22.7% |
| YTD | +132.4% | +39.0% | +93.4% | +86.8% |
| 1Y | +59.4% | +48.9% | +10.4% | +22.0% |
| 3Y | +1,815.8% | +55.4% | +1,760.5% | +1,284.8% |
| 5Y | +491.3% | +119.2% | +372.1% | +214.8% |
| All | +707.7% | +211.6% | +496.1% | +174.2% |
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