+565.8%
PLTR vs BHP
+121.9%
+443.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -3.2% |
| 7D | -5.3% | +1.3% | -6.6% | -6.0% |
| 30D | -1.0% | +4.0% | -5.0% | -3.2% |
| 3M | +24.8% | +12.3% | +12.5% | +17.3% |
| 6M | +8.4% | +30.8% | -22.5% | -6.7% |
| YTD | -4.2% | +58.8% | -63.0% | -25.7% |
| 1Y | +9.1% | +76.8% | -67.7% | -20.1% |
| 3Y | +1,025.6% | +87.5% | +938.1% | +676.2% |
| 5Y | +565.8% | +123.9% | +441.9% | +319.6% |
| All | +565.8% | +121.9% | +443.9% | +319.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling