+10,678.2%
FISV vs BHP
+8,048.4%
+2,629.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.7% | -5.8% | -4.5% |
| 7D | -1.6% | +1.3% | -2.8% | -1.9% |
| 30D | -3.0% | +4.0% | -6.9% | -4.2% |
| 3M | -3.5% | +12.3% | -15.8% | -7.3% |
| 6M | -19.4% | +30.8% | -50.2% | -26.4% |
| YTD | -24.3% | +58.8% | -83.1% | -35.0% |
| 1Y | -62.4% | +76.8% | -139.2% | -68.9% |
| 3Y | -58.2% | +87.5% | -145.6% | -66.6% |
| 5Y | -56.5% | +123.9% | -180.4% | -67.9% |
| 10Y | -0.5% | +504.4% | -504.9% | -46.9% |
| All | +10,678.2% | +8,048.4% | +2,629.7% | +2,408.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling