+7.3%
PL vs BHP
+54.8%
-47.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | +3.7% | +10.8% | +11.2% |
| 7D | +10.9% | +3.5% | +7.4% | +7.9% |
| 30D | -16.4% | -4.5% | -11.9% | -12.8% |
| 3M | -39.9% | -6.4% | -33.6% | -36.6% |
| 6M | -63.2% | -0.1% | -63.1% | -62.5% |
| YTD | -27.1% | +43.0% | -70.1% | -39.3% |
| All | +7.3% | +54.8% | -47.5% | -17.0% |
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