-38.7%
NOW vs BHP
+53.4%
-92.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | 0.0% |
| 7D | -27.5% | -2.5% | -25.0% | -27.8% |
| 30D | -20.0% | -7.7% | -12.3% | -20.8% |
| 3M | -7.9% | -6.4% | -1.5% | -8.6% |
| 6M | +18.3% | +5.2% | +13.1% | +20.1% |
| YTD | -29.0% | +38.3% | -67.3% | -31.0% |
| 1Y | -38.7% | +53.4% | -92.1% | -42.6% |
| All | -38.7% | +53.4% | -92.1% | -42.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling