-28.6%
NOW vs BHP
+76.4%
-104.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.7% | -6.7% | -4.9% |
| 7D | -6.1% | +1.3% | -7.3% | -6.0% |
| 30D | +7.5% | +4.0% | +3.5% | +7.7% |
| 3M | +17.5% | +12.3% | +5.2% | +19.0% |
| 6M | +7.9% | +30.8% | -22.9% | +10.7% |
| YTD | -12.4% | +58.8% | -71.2% | -14.6% |
| 1Y | -28.6% | +76.8% | -105.4% | -32.3% |
| All | -28.6% | +76.4% | -104.9% | -32.3% |
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 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