+1,972.6%
NOW vs BHP
+214.7%
+1,757.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.0% | -0.9% |
| 7D | -3.0% | +0.9% | -3.9% | -3.3% |
| 30D | -26.0% | -6.3% | -19.8% | -24.7% |
| 3M | -13.1% | -7.1% | -6.0% | -11.6% |
| 6M | +14.5% | -3.2% | +17.7% | +13.9% |
| YTD | -33.4% | +37.9% | -71.3% | -41.9% |
| 1Y | -40.6% | +49.7% | -90.3% | -49.6% |
| 3Y | -16.3% | +51.7% | -68.0% | -30.8% |
| 5Y | -26.3% | +122.0% | -148.4% | -47.5% |
| 10Y | +512.7% | +382.4% | +130.3% | +226.4% |
| All | +1,972.6% | +214.7% | +1,757.8% | +1,200.6% |
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