-21.3%
PODD vs BHP
+81.6%
-102.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.3% | -3.1% |
| 7D | -6.9% | +0.9% | -7.8% | -7.0% |
| 30D | -3.5% | +4.0% | -7.5% | -3.9% |
| 3M | -13.6% | +11.3% | -24.8% | -15.0% |
| 6M | -42.6% | +29.3% | -71.9% | -45.8% |
| YTD | -51.5% | +59.2% | -110.7% | -56.7% |
| 1Y | -60.9% | +80.8% | -141.8% | -66.3% |
| All | -21.3% | +81.6% | -102.9% | -33.3% |
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 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