+506.3%
NOW vs BHP
+330.6%
+175.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -2.4% |
| 7D | -8.7% | +3.8% | -12.6% | -9.8% |
| 30D | -29.3% | -6.5% | -22.8% | -27.9% |
| 3M | -21.8% | -8.5% | -13.3% | -20.0% |
| 6M | +9.2% | -2.2% | +11.4% | +8.3% |
| YTD | -35.0% | +40.0% | -75.0% | -44.4% |
| 1Y | -42.5% | +51.3% | -93.8% | -52.3% |
| 3Y | -21.5% | +56.5% | -78.1% | -37.3% |
| 5Y | -25.8% | +130.2% | -156.0% | -50.4% |
| 10Y | +506.3% | +336.5% | +169.8% | +197.0% |
| All | +506.3% | +330.6% | +175.7% | +197.0% |
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