+667.4%
NFLX vs BHP
+498.2%
+169.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.3% | +5.3% | +1.6% |
| 7D | -8.1% | -3.7% | -4.3% | -7.0% |
| 30D | +1.6% | -0.8% | +2.5% | +1.7% |
| 3M | -7.3% | +7.6% | -14.9% | -10.1% |
| 6M | -21.6% | +20.8% | -42.4% | -27.4% |
| YTD | -18.9% | +50.8% | -69.7% | -30.8% |
| 1Y | -39.1% | +70.9% | -110.0% | -50.4% |
| 3Y | +71.7% | +78.0% | -6.3% | +34.2% |
| 5Y | +27.0% | +113.1% | -86.1% | -8.2% |
| All | +667.4% | +498.2% | +169.2% | +273.8% |
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