+70.7%
NFLX vs BHP
+81.6%
-10.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.0% |
| 7D | -8.1% | +0.9% | -9.0% | -8.2% |
| 30D | -0.3% | +4.0% | -4.4% | -0.9% |
| 3M | -6.6% | +11.3% | -17.9% | -8.1% |
| 6M | -22.7% | +29.3% | -52.0% | -26.1% |
| YTD | -18.9% | +59.2% | -78.1% | -25.6% |
| 1Y | -39.8% | +80.8% | -120.7% | -46.4% |
| All | +70.7% | +81.6% | -10.9% | +49.5% |
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