+7,924.2%
BNY vs BHP
+7,619.7%
+304.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.3% | +0.1% |
| 7D | -1.3% | -3.6% | +2.3% | +0.1% |
| 30D | -0.2% | -1.2% | +1.0% | 0.0% |
| 3M | +14.9% | +1.2% | +13.7% | +13.6% |
| 6M | +40.0% | +21.4% | +18.6% | +27.2% |
| YTD | +42.0% | +50.4% | -8.4% | +17.4% |
| 1Y | +56.9% | +67.5% | -10.7% | +23.6% |
| 3Y | +289.9% | +72.8% | +217.0% | +196.4% |
| 5Y | +259.2% | +112.6% | +146.6% | +141.0% |
| 10Y | +413.3% | +481.7% | -68.4% | +114.6% |
| All | +7,924.2% | +7,619.7% | +304.4% | +1,286.1% |
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