+70.9%
BHP vs GPC
+0.5%
+70.4%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.8% | -4.5% | -5.2% |
| 7D | -3.7% | -1.8% | -2.0% | -3.5% |
| 30D | -0.8% | +0.1% | -0.9% | -0.9% |
| 3M | +7.6% | +37.4% | -29.8% | -0.3% |
| 6M | +20.8% | +25.4% | -4.6% | +12.8% |
| YTD | +50.8% | +12.2% | +38.6% | +38.2% |
| 1Y | +70.9% | -0.3% | +71.2% | +57.5% |
| All | +70.9% | +0.5% | +70.4% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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