+63.5%
BHP vs Q
+71.3%
-7.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -2.9% |
| 7D | -5.0% | +0.2% | -5.2% | -5.1% |
| 30D | +1.2% | -11.1% | +12.3% | +4.2% |
| 3M | +1.8% | -22.1% | +24.0% | +8.0% |
| 6M | +18.0% | +0.5% | +17.5% | +14.0% |
| YTD | +52.7% | +47.8% | +4.9% | +37.1% |
| All | +63.5% | +71.3% | -7.8% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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