-4.5%
HAL vs BHP
+87.4%
-91.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.5% | -1.3% |
| 7D | +0.5% | +1.3% | -0.8% | 0.0% |
| 30D | +15.9% | +4.0% | +12.0% | +14.2% |
| 3M | -8.7% | +12.3% | -21.0% | -13.0% |
| 6M | +9.0% | +30.8% | -21.8% | -3.6% |
| YTD | +32.0% | +58.8% | -26.8% | +5.8% |
| 1Y | +72.5% | +76.8% | -4.4% | +30.7% |
| 3Y | -4.5% | +87.5% | -92.0% | -31.9% |
| All | -4.5% | +87.4% | -91.9% | -31.9% |
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