+504.4%
NOW vs BHP
+339.3%
+165.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.2% | -1.4% |
| 7D | -1.7% | +2.5% | -4.1% | -2.4% |
| 30D | -27.4% | -5.2% | -22.2% | -26.2% |
| 3M | -19.4% | -8.7% | -10.7% | -17.5% |
| 6M | +13.1% | -6.9% | +20.0% | +14.1% |
| YTD | -34.3% | +39.0% | -73.2% | -43.6% |
| 1Y | -41.8% | +48.9% | -90.7% | -51.4% |
| 3Y | -20.7% | +55.4% | -76.1% | -36.5% |
| 5Y | -27.2% | +119.2% | -146.4% | -50.4% |
| All | +504.4% | +339.3% | +165.1% | +197.3% |
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