+41.0%
NFLX vs BHP
+55.3%
-14.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.9% | -1.0% | -2.6% |
| 7D | -4.4% | +2.5% | -6.8% | -4.6% |
| 30D | -11.0% | -5.2% | -5.8% | -10.5% |
| 3M | -15.5% | -8.7% | -6.8% | -14.7% |
| 6M | -28.5% | -6.9% | -21.6% | -28.1% |
| YTD | -33.1% | +39.0% | -72.1% | -38.1% |
| 1Y | -45.8% | +48.9% | -94.8% | -50.7% |
| All | +41.0% | +55.3% | -14.3% | +24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling