+57.7%
HAS vs BHP
+46.1%
+11.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.5% |
| 7D | +1.4% | -0.5% | +1.9% | +1.5% |
| 30D | +26.3% | -4.5% | +30.8% | +27.2% |
| 3M | +25.6% | -6.9% | +32.5% | +26.7% |
| 6M | +30.3% | -10.6% | +40.8% | +32.3% |
| YTD | +50.4% | +37.2% | +13.2% | +28.9% |
| 1Y | +57.7% | +48.0% | +9.7% | +29.5% |
| All | +57.7% | +46.1% | +11.6% | +29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling