+6.3%
HAL vs BHP
+531.8%
-525.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.7% |
| 7D | -1.3% | +0.9% | -2.2% | -2.0% |
| 30D | +10.9% | +4.0% | +6.9% | +7.1% |
| 3M | -5.8% | +11.3% | -17.1% | -15.2% |
| 6M | +8.1% | +29.3% | -21.2% | -15.8% |
| YTD | +33.2% | +59.2% | -26.0% | -13.8% |
| 1Y | +74.2% | +80.8% | -6.7% | +0.4% |
| 3Y | -3.7% | +88.0% | -91.7% | -49.3% |
| 5Y | +111.9% | +126.6% | -14.8% | -12.8% |
| All | +6.3% | +531.8% | -525.5% | -77.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling