+9,411.2%
INTC vs BHP
+6,941.2%
+2,470.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.0% |
| 7D | +6.0% | -0.5% | +6.5% | +6.3% |
| 30D | -39.2% | -4.5% | -34.7% | -37.7% |
| 3M | -42.9% | -6.9% | -36.1% | -41.0% |
| 6M | -50.4% | -10.6% | -39.8% | -47.7% |
| YTD | +61.7% | +37.2% | +24.5% | +44.5% |
| 1Y | +66.1% | +48.0% | +18.1% | +44.2% |
| 3Y | +58.1% | +52.6% | +5.6% | +35.7% |
| 5Y | +27.9% | +116.5% | -88.6% | -6.0% |
| 10Y | +111.1% | +334.9% | -223.8% | +16.3% |
| All | +9,411.2% | +6,941.2% | +2,470.0% | +1,617.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling