+1,735.1%
PLTR vs BHP
+181.7%
+1,553.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.4% |
| 7D | -6.4% | -2.9% | -3.5% | -5.3% |
| 30D | +10.0% | +3.4% | +6.7% | +8.4% |
| 3M | +23.0% | +4.1% | +19.0% | +20.6% |
| 6M | +13.8% | +20.6% | -6.8% | +4.2% |
| YTD | -1.9% | +56.1% | -58.0% | -19.4% |
| 1Y | +11.6% | +69.6% | -57.9% | -11.4% |
| 3Y | +1,048.4% | +78.8% | +969.6% | +772.6% |
| 5Y | +554.4% | +113.1% | +441.3% | +373.8% |
| All | +1,735.1% | +181.7% | +1,553.3% | +1,052.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling