+57.4%
INTC vs BHP
+53.4%
+3.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.6% | -6.3% | -5.8% |
| 7D | -39.0% | -2.5% | -36.5% | -37.3% |
| 30D | -49.8% | -7.7% | -42.1% | -46.3% |
| 3M | -42.2% | -6.4% | -35.9% | -39.3% |
| 6M | -39.2% | +5.2% | -44.3% | -40.2% |
| YTD | +57.9% | +38.3% | +19.6% | +43.2% |
| 1Y | +57.4% | +53.4% | +4.0% | +29.6% |
| All | +57.4% | +53.4% | +3.9% | +29.6% |
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