+52.5%
NXPI vs BHP
+55.3%
-2.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | +0.4% |
| 7D | +9.4% | +2.5% | +6.9% | +7.7% |
| 30D | +18.1% | -5.2% | +23.3% | +21.9% |
| 3M | +15.0% | -8.7% | +23.7% | +20.9% |
| 6M | -8.4% | -6.9% | -1.6% | -5.5% |
| YTD | +24.8% | +39.0% | -14.2% | -3.7% |
| 1Y | +33.3% | +48.9% | -15.7% | -2.4% |
| All | +52.5% | +55.3% | -2.8% | +3.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling