+26.4%
P vs BHP
+65.8%
-39.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.5% | +3.9% | +2.6% |
| 7D | +6.5% | -5.0% | +11.5% | +9.2% |
| 30D | +18.8% | +1.2% | +17.7% | +17.2% |
| 3M | +26.7% | +1.8% | +24.9% | +24.0% |
| 6M | +62.2% | +18.0% | +44.2% | +47.3% |
| YTD | +48.5% | +52.7% | -4.2% | +23.3% |
| 1Y | +26.4% | +66.0% | -39.6% | +2.0% |
| All | +26.4% | +65.8% | -39.4% | +2.0% |
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