+289.3%
INTC vs BHP
+69.4%
+219.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.7% |
| 7D | +7.1% | -2.9% | +10.0% | +9.1% |
| 30D | -5.2% | +3.4% | -8.6% | -7.9% |
| 3M | -14.3% | +4.1% | -18.4% | -17.5% |
| 6M | +110.2% | +20.6% | +89.6% | +85.0% |
| YTD | +159.6% | +56.1% | +103.6% | +115.2% |
| 1Y | +289.3% | +69.6% | +219.7% | +213.2% |
| All | +289.3% | +69.4% | +219.9% | +213.2% |
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