-62.0%
FISV vs BHP
+70.6%
-132.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.2% | +5.6% | +5.4% |
| 7D | -2.7% | -3.6% | +0.9% | -3.0% |
| 30D | 0.0% | -1.2% | +1.2% | 0.0% |
| 3M | -2.8% | +1.2% | -4.0% | -2.5% |
| 6M | -11.8% | +21.4% | -33.2% | -12.3% |
| YTD | -23.2% | +50.4% | -73.6% | -23.4% |
| 1Y | -62.0% | +67.5% | -129.5% | -62.1% |
| All | -62.0% | +70.6% | -132.6% | -62.1% |
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 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