+557.6%
PL vs BHP
+58.0%
+499.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | +1.1% |
| 7D | +5.6% | +3.8% | +1.8% | +2.6% |
| 30D | -16.9% | -6.5% | -10.5% | -11.7% |
| 3M | -38.2% | -8.5% | -29.7% | -33.4% |
| 6M | -63.4% | -2.2% | -61.3% | -62.3% |
| YTD | -27.6% | +40.0% | -67.6% | -45.1% |
| 1Y | +6.6% | +51.3% | -44.7% | -24.6% |
| 3Y | +557.6% | +56.5% | +501.1% | +323.1% |
| All | +557.6% | +58.0% | +499.6% | +323.1% |
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