+758.3%
PLTR vs BHP
+58.0%
+700.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.7% |
| 7D | -3.8% | +3.8% | -7.6% | -5.3% |
| 30D | -19.2% | -6.5% | -12.8% | -16.8% |
| 3M | -3.7% | -8.5% | +4.9% | -0.2% |
| 6M | +22.5% | -2.2% | +24.7% | +22.4% |
| YTD | -5.0% | +40.0% | -45.0% | -21.6% |
| 1Y | -12.8% | +51.3% | -64.1% | -30.9% |
| 3Y | +758.3% | +56.5% | +701.7% | +501.8% |
| All | +758.3% | +58.0% | +700.3% | +501.8% |
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