+677.7%
HPE vs BHP
+444.8%
+232.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +1.7% | +6.0% | +6.9% |
| 7D | +10.1% | +1.3% | +8.9% | +9.5% |
| 30D | +5.3% | +4.0% | +1.3% | +3.1% |
| 3M | +12.7% | +12.3% | +0.4% | +6.3% |
| 6M | +167.7% | +30.8% | +136.8% | +135.4% |
| YTD | +135.5% | +58.8% | +76.7% | +88.5% |
| 1Y | +143.4% | +76.8% | +66.5% | +85.2% |
| 3Y | +249.2% | +87.5% | +161.7% | +153.5% |
| 5Y | +343.8% | +123.9% | +220.0% | +184.9% |
| 10Y | +495.9% | +504.4% | -8.5% | +145.0% |
| All | +677.7% | +444.8% | +232.8% | +174.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling