+102.3%
INTC vs BHP
+112.0%
-9.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.3% | -0.3% | -2.7% |
| 7D | +9.4% | -3.7% | +13.2% | +11.8% |
| 30D | +2.7% | -0.8% | +3.5% | +2.8% |
| 3M | -6.3% | +7.6% | -13.9% | -9.9% |
| 6M | +114.5% | +20.8% | +93.7% | +95.3% |
| YTD | +171.9% | +50.8% | +121.1% | +121.7% |
| 1Y | +305.0% | +70.9% | +234.1% | +209.8% |
| 3Y | +168.3% | +78.0% | +90.3% | +98.7% |
| 5Y | +102.3% | +113.1% | -10.8% | +44.2% |
| All | +102.3% | +112.0% | -9.7% | +44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling