+235.2%
INTU vs BHP
+339.3%
-104.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.2% |
| 7D | -4.1% | +2.5% | -6.6% | -4.9% |
| 30D | +12.8% | -5.2% | +18.1% | +14.3% |
| 3M | +2.1% | -8.7% | +10.8% | +4.2% |
| 6M | -11.5% | -6.9% | -4.6% | -11.2% |
| YTD | -47.9% | +39.0% | -86.9% | -55.5% |
| 1Y | -47.7% | +48.9% | -96.6% | -56.5% |
| 3Y | -34.0% | +55.4% | -89.3% | -47.3% |
| 5Y | -43.5% | +119.2% | -162.8% | -62.1% |
| All | +235.2% | +339.3% | -104.1% | +73.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling