+41,921.5%
MCHP vs BHP
+5,078.0%
+36,843.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.8% |
| 7D | +2.8% | +1.3% | +1.5% | +2.2% |
| 30D | -12.8% | +4.0% | -16.8% | -14.4% |
| 3M | -19.2% | +12.3% | -31.5% | -22.8% |
| 6M | +14.5% | +30.8% | -16.3% | +2.6% |
| YTD | +17.1% | +58.8% | -41.6% | -3.2% |
| 1Y | +15.3% | +76.8% | -61.5% | -8.7% |
| 3Y | +0.5% | +87.5% | -87.0% | -21.9% |
| 5Y | +6.1% | +123.9% | -117.8% | -24.6% |
| 10Y | +192.2% | +504.4% | -312.1% | +45.1% |
| All | +41,921.5% | +5,078.0% | +36,843.4% | +7,786.9% |
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