+3,324.5%
HAS vs BHP
+7,909.4%
-4,584.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -1.8% | -2.9% | +1.1% | -1.1% |
| 30D | +2.3% | +3.4% | -1.1% | +1.3% |
| 3M | +10.4% | +4.1% | +6.3% | +8.8% |
| 6M | -3.2% | +20.6% | -23.8% | -8.5% |
| YTD | +15.4% | +56.1% | -40.6% | +1.9% |
| 1Y | +18.8% | +69.6% | -50.8% | +2.6% |
| 3Y | +43.9% | +78.8% | -34.9% | +21.8% |
| 5Y | +13.9% | +113.1% | -99.2% | -9.8% |
| 10Y | +56.4% | +505.9% | -449.5% | -5.5% |
| All | +3,324.5% | +7,909.4% | -4,584.9% | +893.1% |
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 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