+39.3%
GEHC vs BHP
+51.0%
-11.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.3% | +2.7% | +1.9% |
| 7D | +0.8% | -0.5% | +1.3% | +0.9% |
| 30D | +21.3% | -4.5% | +25.8% | +23.0% |
| 3M | +12.6% | -6.9% | +19.5% | +14.9% |
| 6M | +34.3% | -10.6% | +44.8% | +37.9% |
| YTD | +1.4% | +37.2% | -35.8% | -14.5% |
| 1Y | +12.5% | +48.0% | -35.6% | -8.5% |
| 3Y | +19.2% | +52.6% | -33.3% | -7.6% |
| All | +39.3% | +51.0% | -11.8% | +1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling