+155.4%
P vs BHP
+82.0%
+73.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.6% |
| 7D | +6.5% | -2.9% | +9.4% | +8.1% |
| 30D | +18.8% | +3.4% | +15.5% | +16.1% |
| 3M | +26.7% | +4.1% | +22.7% | +23.1% |
| 6M | +62.2% | +20.6% | +41.6% | +45.6% |
| YTD | +48.5% | +56.1% | -7.6% | +17.1% |
| 1Y | +26.4% | +69.6% | -43.2% | -5.0% |
| All | +155.4% | +82.0% | +73.4% | +70.1% |
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