+133.9%
HL vs BHP
+69.4%
+64.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.1% |
| 7D | +1.5% | -2.9% | +4.4% | +5.4% |
| 30D | +25.1% | +3.4% | +21.7% | +20.2% |
| 3M | +22.9% | +4.1% | +18.8% | +18.1% |
| 6M | -4.9% | +20.6% | -25.5% | -22.9% |
| YTD | +7.8% | +56.1% | -48.2% | -33.6% |
| 1Y | +133.9% | +69.6% | +64.3% | +30.1% |
| All | +133.9% | +69.4% | +64.5% | +30.1% |
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 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