+790.0%
NOW vs BHP
+509.4%
+280.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.7% | -6.7% | -5.6% |
| 7D | -6.1% | +1.3% | -7.3% | -6.5% |
| 30D | +7.5% | +4.0% | +3.5% | +5.9% |
| 3M | +17.5% | +12.3% | +5.2% | +12.1% |
| 6M | +7.9% | +30.8% | -22.9% | -3.2% |
| YTD | -12.4% | +58.8% | -71.2% | -27.7% |
| 1Y | -28.6% | +76.8% | -105.4% | -43.6% |
| 3Y | +11.8% | +87.5% | -75.6% | -15.7% |
| 5Y | +2.6% | +123.9% | -121.3% | -29.8% |
| 10Y | +790.0% | +504.4% | +285.6% | +282.8% |
| All | +790.0% | +509.4% | +280.5% | +282.8% |
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