+1,645.9%
PLTR vs BHP
+172.2%
+1,473.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.3% | +3.1% | 0.0% |
| 7D | -9.1% | -3.7% | -5.4% | -7.8% |
| 30D | -5.2% | -0.8% | -4.3% | -5.1% |
| 3M | +27.4% | +7.6% | +19.8% | +23.2% |
| 6M | +9.7% | +20.8% | -11.1% | +0.4% |
| YTD | -6.7% | +50.8% | -57.4% | -22.3% |
| 1Y | -0.5% | +70.9% | -71.4% | -21.4% |
| 3Y | +996.2% | +78.0% | +918.2% | +735.9% |
| 5Y | +531.1% | +113.1% | +418.0% | +363.6% |
| All | +1,645.9% | +172.2% | +1,473.7% | +1,011.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling