+51.8%
PSX vs BHP
-4.9%
+56.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +1.3% |
| 7D | +6.4% | +2.5% | +4.0% | +6.9% |
| 30D | -10.2% | -5.2% | -5.0% | -10.8% |
| 3M | +17.2% | -8.7% | +25.9% | +15.8% |
| 6M | +51.8% | -6.9% | +58.6% | +51.3% |
| All | +51.8% | -4.9% | +56.6% | +51.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling