+2,521.4%
PWR vs BHP
+496.8%
+2,024.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.4% | +5.3% |
| 7D | +4.2% | -3.6% | +7.8% | +5.9% |
| 30D | -4.0% | -1.2% | -2.9% | -3.9% |
| 3M | -4.8% | +1.2% | -6.0% | -5.8% |
| 6M | +14.6% | +21.4% | -6.8% | +4.0% |
| YTD | +54.2% | +50.4% | +3.8% | +26.5% |
| 1Y | +67.1% | +67.5% | -0.4% | +30.2% |
| 3Y | +218.5% | +72.8% | +145.6% | +138.7% |
| 5Y | +466.3% | +112.6% | +353.7% | +262.1% |
| All | +2,521.4% | +496.8% | +2,024.6% | +903.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling