+318.3%
INTC vs BHP
+70.6%
+247.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.8% |
| 7D | +7.5% | -3.6% | +11.1% | +10.4% |
| 30D | +2.0% | -1.2% | +3.2% | +2.3% |
| 3M | -12.0% | +1.2% | -13.2% | -13.7% |
| 6M | +114.5% | +21.4% | +93.1% | +91.0% |
| YTD | +179.0% | +50.4% | +128.6% | +137.2% |
| 1Y | +318.3% | +67.5% | +250.8% | +251.2% |
| All | +318.3% | +70.6% | +247.7% | +251.2% |
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