+59.8%
DAL vs BHP
+53.5%
+6.3%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.1% | -1.4% |
| 7D | +2.3% | +2.4% | -0.1% | +1.5% |
| 30D | +14.3% | -5.4% | +19.7% | +16.2% |
| 3M | +1.3% | -6.9% | +8.1% | +3.3% |
| 6M | +29.3% | -4.3% | +33.6% | +29.3% |
| YTD | +33.0% | +41.6% | -8.6% | +11.5% |
| 1Y | +59.8% | +53.3% | +6.5% | +23.5% |
| All | +59.8% | +53.5% | +6.3% | +23.5% |
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