-61.0%
PODD vs BHP
+70.6%
-131.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -2.0% |
| 7D | -10.5% | -3.6% | -6.9% | -10.8% |
| 30D | -9.0% | -1.2% | -7.8% | -9.1% |
| 3M | -11.5% | +1.2% | -12.7% | -11.0% |
| 6M | -44.7% | +21.4% | -66.2% | -45.9% |
| YTD | -53.6% | +50.4% | -104.0% | -55.6% |
| 1Y | -61.0% | +67.5% | -128.5% | -63.1% |
| All | -61.0% | +70.6% | -131.5% | -63.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling