+2,771.1%
NOW vs BHP
+256.2%
+2,514.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.6% | -2.9% |
| 7D | -2.4% | -2.9% | +0.5% | -1.5% |
| 30D | +20.5% | +3.4% | +17.1% | +19.2% |
| 3M | +18.3% | +4.1% | +14.3% | +16.1% |
| 6M | +24.1% | +20.6% | +3.5% | +15.1% |
| YTD | -7.8% | +56.1% | -63.8% | -22.2% |
| 1Y | -21.4% | +69.6% | -91.0% | -35.7% |
| 3Y | +19.5% | +78.8% | -59.3% | -5.7% |
| 5Y | +4.1% | +113.1% | -109.0% | -24.3% |
| 10Y | +826.4% | +505.9% | +320.5% | +364.0% |
| All | +2,771.1% | +256.2% | +2,514.9% | +1,642.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling