-9.3%
HAL vs BHP
+55.3%
-64.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | +0.1% |
| 7D | +2.6% | +2.5% | +0.2% | +1.8% |
| 30D | -0.1% | -5.2% | +5.1% | +1.5% |
| 3M | -1.1% | -8.7% | +7.6% | +1.4% |
| 6M | -20.7% | -6.9% | -13.9% | -19.9% |
| YTD | +17.5% | +39.0% | -21.4% | -2.5% |
| 1Y | +24.1% | +48.9% | -24.8% | -0.5% |
| All | -9.3% | +55.3% | -64.6% | -33.3% |
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