+58.4%
DAL vs BHP
+54.8%
+3.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.7% | +1.6% | +4.0% |
| 7D | +10.0% | +3.5% | +6.6% | +8.8% |
| 30D | +12.0% | -4.5% | +16.5% | +13.5% |
| 3M | +0.8% | -6.4% | +7.1% | +2.6% |
| 6M | +26.2% | -0.1% | +26.2% | +24.2% |
| YTD | +33.7% | +43.0% | -9.3% | +11.5% |
| All | +58.4% | +54.8% | +3.6% | +21.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling