+8,087.4%
PWR vs BHP
+3,608.4%
+4,479.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.8% |
| 3M | -10.5% | -6.9% | -3.6% | -7.8% |
| 6M | -22.2% | -10.6% | -11.6% | -18.6% |
| YTD | +42.7% | +37.2% | +5.6% | +22.0% |
| 1Y | +41.1% | +48.0% | -6.9% | +16.3% |
| 3Y | +242.7% | +52.6% | +190.2% | +171.8% |
| 5Y | +418.5% | +116.5% | +302.1% | +233.9% |
| 10Y | +1,855.0% | +334.9% | +1,520.0% | +764.5% |
| All | +8,087.4% | +3,608.4% | +4,479.0% | +1,642.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling