+504.6%
NOW vs BHP
+363.1%
+141.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | -0.4% |
| 7D | -3.1% | +3.5% | -6.6% | -4.2% |
| 30D | -27.0% | -4.5% | -22.6% | -26.1% |
| 3M | -17.7% | -6.4% | -11.4% | -16.5% |
| 6M | +12.7% | -0.1% | +12.8% | +11.0% |
| YTD | -32.9% | +43.0% | -75.9% | -43.0% |
| 1Y | -40.4% | +56.5% | -96.9% | -51.1% |
| 3Y | -17.1% | +62.0% | -79.1% | -34.5% |
| 5Y | -25.7% | +130.4% | -156.0% | -50.2% |
| 10Y | +504.6% | +349.1% | +155.6% | +194.5% |
| All | +504.6% | +363.1% | +141.5% | +194.5% |
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 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