-3.7%
FISV vs BHP
+53.4%
-57.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.6% | +3.7% | +6.5% |
| 7D | +29.6% | -2.5% | +32.2% | +29.3% |
| 30D | +34.5% | -7.7% | +42.2% | +33.9% |
| 3M | +11.2% | -6.4% | +17.6% | +10.8% |
| 6M | -1.2% | +5.2% | -6.4% | -2.3% |
| YTD | -7.6% | +38.3% | -45.9% | -13.9% |
| 1Y | -3.7% | +53.4% | -57.1% | -17.0% |
| All | -3.7% | +53.4% | -57.2% | -17.0% |
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