+448.2%
NFLX vs BHP
+333.8%
+114.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.5% |
| 7D | -2.0% | -0.5% | -1.5% | -1.8% |
| 30D | -11.9% | -4.5% | -7.4% | -10.8% |
| 3M | -20.6% | -6.9% | -13.7% | -19.2% |
| 6M | -29.0% | -10.6% | -18.5% | -27.5% |
| YTD | -33.7% | +37.2% | -70.9% | -42.0% |
| 1Y | -46.2% | +48.0% | -94.2% | -54.2% |
| 3Y | +39.8% | +52.6% | -12.8% | +14.9% |
| 5Y | -9.0% | +116.5% | -125.4% | -34.8% |
| All | +448.2% | +333.8% | +114.4% | +187.2% |
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