+319.1%
DELL vs BHP
+65.8%
+253.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.5% | +4.0% | +2.9% |
| 7D | +14.9% | -5.0% | +19.9% | +18.4% |
| 30D | +13.3% | +1.2% | +12.1% | +12.2% |
| 3M | +24.4% | +1.8% | +22.5% | +22.1% |
| 6M | +258.0% | +18.0% | +240.0% | +225.1% |
| YTD | +320.2% | +52.7% | +267.5% | +244.7% |
| 1Y | +319.1% | +66.0% | +253.1% | +229.4% |
| All | +319.1% | +65.8% | +253.3% | +229.4% |
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