+189.2%
HAS vs BHP
+50.5%
+138.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.1% |
| 7D | -0.2% | +0.9% | -1.1% | -0.5% |
| 30D | +31.0% | -6.3% | +37.3% | +33.6% |
| 3M | +30.7% | -7.1% | +37.8% | +33.0% |
| 6M | +23.9% | -3.2% | +27.1% | +22.7% |
| YTD | +48.3% | +37.9% | +10.4% | +24.4% |
| 1Y | +60.2% | +49.7% | +10.5% | +29.3% |
| 3Y | +189.2% | +51.7% | +137.5% | +120.8% |
| All | +189.2% | +50.5% | +138.7% | +120.8% |
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