+595.7%
HAL vs BHP
+7,909.4%
-7,313.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.4% |
| 7D | +2.9% | -2.9% | +5.8% | +4.6% |
| 30D | +17.0% | +3.4% | +13.7% | +14.5% |
| 3M | -9.7% | +4.1% | -13.7% | -12.9% |
| 6M | +8.6% | +20.6% | -12.0% | -5.1% |
| YTD | +33.0% | +56.1% | -23.1% | -0.1% |
| 1Y | +68.3% | +69.6% | -1.3% | +20.0% |
| 3Y | +0.1% | +78.8% | -78.7% | -32.3% |
| 5Y | +102.6% | +113.1% | -10.4% | +22.5% |
| 10Y | +3.8% | +505.9% | -502.1% | -60.5% |
| All | +595.7% | +7,909.4% | -7,313.6% | +31.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling