+15,172.7%
INTC vs BHP
+7,909.4%
+7,263.3%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.6% |
| 7D | +7.1% | -2.9% | +10.0% | +8.3% |
| 30D | -5.2% | +3.4% | -8.6% | -6.7% |
| 3M | -14.3% | +4.1% | -18.4% | -15.3% |
| 6M | +110.2% | +20.6% | +89.6% | +96.4% |
| YTD | +159.6% | +56.1% | +103.6% | +119.1% |
| 1Y | +289.3% | +69.6% | +219.7% | +217.6% |
| 3Y | +166.1% | +78.8% | +87.2% | +112.6% |
| 5Y | +94.4% | +113.1% | -18.7% | +41.7% |
| 10Y | +227.7% | +505.9% | -278.2% | +58.2% |
| All | +15,172.7% | +7,909.4% | +7,263.3% | +2,502.1% |
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