+155.3%
HBAN vs BHP
+496.8%
-341.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -1.0% | -3.6% | +2.6% | +0.5% |
| 30D | -5.6% | -1.2% | -4.4% | -5.4% |
| 3M | -1.1% | +1.2% | -2.3% | -2.7% |
| 6M | +9.9% | +21.4% | -11.5% | -1.8% |
| YTD | -0.9% | +50.4% | -51.4% | -20.9% |
| 1Y | -1.4% | +67.5% | -68.9% | -25.6% |
| 3Y | +78.2% | +72.8% | +5.4% | +29.1% |
| 5Y | +37.0% | +112.6% | -75.6% | -15.9% |
| All | +155.3% | +496.8% | -341.6% | +2.3% |
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