-59.3%
PINS vs BHP
+120.8%
-180.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.7% | -5.9% | -4.6% |
| 7D | -2.1% | +0.9% | -3.0% | -2.3% |
| 30D | -6.6% | -6.3% | -0.4% | -5.2% |
| 3M | -18.7% | -7.1% | -11.6% | -17.6% |
| 6M | -10.4% | -3.2% | -7.2% | -10.8% |
| YTD | -26.8% | +37.9% | -64.7% | -35.8% |
| 1Y | -27.9% | +49.7% | -77.5% | -38.5% |
| 3Y | -38.7% | +51.7% | -90.4% | -49.3% |
| All | -59.3% | +120.8% | -180.0% | -68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling