+516.5%
PL vs BHP
+53.3%
+463.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.6% | +0.5% |
| 7D | +10.0% | -0.5% | +10.5% | +10.9% |
| 30D | -2.3% | -4.5% | +2.3% | +2.0% |
| 3M | -44.2% | -6.9% | -37.3% | -40.6% |
| 6M | -66.1% | -10.6% | -55.5% | -62.4% |
| YTD | -30.0% | +37.2% | -67.2% | -45.9% |
| 1Y | +21.0% | +48.0% | -27.0% | -12.8% |
| 3Y | +516.5% | +52.6% | +464.0% | +305.3% |
| All | +516.5% | +53.3% | +463.2% | +305.3% |
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