+1,449.6%
NET vs BHP
+194.4%
+1,255.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.6% | -1.8% |
| 7D | -7.0% | -2.9% | -4.1% | -5.9% |
| 30D | -4.8% | +3.4% | -8.2% | -6.3% |
| 3M | +3.8% | +4.1% | -0.2% | +1.5% |
| 6M | +50.0% | +20.6% | +29.5% | +36.3% |
| YTD | +41.5% | +56.1% | -14.6% | +14.1% |
| 1Y | +32.8% | +69.6% | -36.8% | +3.1% |
| 3Y | +335.9% | +78.8% | +257.1% | +224.9% |
| 5Y | +113.8% | +113.1% | +0.8% | +50.1% |
| All | +1,449.6% | +194.4% | +1,255.2% | +790.5% |
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