+3.2%
HAL vs BHP
+498.2%
-495.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.3% | +2.5% | +1.2% |
| 7D | -3.3% | -3.7% | +0.5% | -0.6% |
| 30D | +7.2% | -0.8% | +8.1% | +7.3% |
| 3M | -8.8% | +7.6% | -16.4% | -15.8% |
| 6M | +3.0% | +20.8% | -17.8% | -15.6% |
| YTD | +29.4% | +50.8% | -21.4% | -12.8% |
| 1Y | +62.8% | +70.9% | -8.1% | -2.1% |
| 3Y | -6.4% | +78.0% | -84.4% | -48.7% |
| 5Y | +103.6% | +113.1% | -9.5% | -12.1% |
| All | +3.2% | +498.2% | -495.0% | -77.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling