+262.7%
GE vs BHP
+81.6%
+181.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.1% | -2.9% |
| 7D | -1.2% | +0.9% | -2.1% | -1.5% |
| 30D | -11.3% | +4.0% | -15.3% | -12.5% |
| 3M | -1.4% | +11.3% | -12.6% | -5.0% |
| 6M | +1.2% | +29.3% | -28.1% | -7.2% |
| YTD | +5.9% | +59.2% | -53.3% | -8.2% |
| 1Y | +18.4% | +80.8% | -62.4% | -1.1% |
| All | +262.7% | +81.6% | +181.1% | +178.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling