+179.9%
INTC vs BHP
+81.6%
+98.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.5% |
| 7D | +18.0% | +0.9% | +17.1% | +17.3% |
| 30D | +8.9% | +4.0% | +4.9% | +5.4% |
| 3M | -1.6% | +11.3% | -12.8% | -9.1% |
| 6M | +133.1% | +29.3% | +103.8% | +95.1% |
| YTD | +187.9% | +59.2% | +128.7% | +108.9% |
| 1Y | +334.7% | +80.8% | +253.9% | +187.2% |
| All | +179.9% | +81.6% | +98.3% | +74.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling