+55.7%
HAS vs BHP
+509.4%
-453.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -3.0% |
| 7D | -3.1% | +1.3% | -4.4% | -3.6% |
| 30D | -2.7% | +4.0% | -6.7% | -4.3% |
| 3M | +8.9% | +12.3% | -3.4% | +3.7% |
| 6M | -2.9% | +30.8% | -33.7% | -13.5% |
| YTD | +12.6% | +58.8% | -46.1% | -7.1% |
| 1Y | +17.5% | +76.8% | -59.4% | -7.2% |
| 3Y | +46.2% | +87.5% | -41.3% | +11.2% |
| 5Y | +12.6% | +123.9% | -111.3% | -23.4% |
| 10Y | +55.7% | +504.4% | -448.7% | -30.1% |
| All | +55.7% | +509.4% | -453.8% | -30.1% |
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