+4,300.8%
HAS vs BHP
+6,976.6%
-2,675.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.9% |
| 7D | -0.2% | +0.9% | -1.1% | -0.4% |
| 30D | +31.0% | -6.3% | +37.3% | +32.9% |
| 3M | +30.7% | -7.1% | +37.8% | +32.6% |
| 6M | +23.9% | -3.2% | +27.1% | +23.6% |
| YTD | +48.3% | +37.9% | +10.4% | +34.7% |
| 1Y | +60.2% | +49.7% | +10.5% | +42.5% |
| 3Y | +189.2% | +51.7% | +137.5% | +154.5% |
| 5Y | +50.4% | +122.0% | -71.6% | +17.9% |
| 10Y | +104.2% | +382.4% | -278.2% | +30.0% |
| All | +4,300.8% | +6,976.6% | -2,675.8% | +1,212.6% |
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