+242.7%
PWR vs BHP
+53.3%
+189.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.1% |
| 7D | +11.3% | -0.5% | +11.8% | +11.7% |
| 30D | -8.9% | -4.5% | -4.3% | -7.0% |
| 3M | -10.5% | -6.9% | -3.6% | -8.1% |
| 6M | -22.2% | -10.6% | -11.6% | -19.1% |
| YTD | +42.7% | +37.2% | +5.6% | +25.6% |
| 1Y | +41.1% | +48.0% | -6.9% | +20.7% |
| 3Y | +242.7% | +52.6% | +190.2% | +182.7% |
| All | +242.7% | +53.3% | +189.4% | +182.7% |
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 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