+63.3%
PYPL vs BHP
+318.2%
-254.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +2.9% | +2.1% |
| 7D | +0.1% | -0.5% | +0.6% | +0.2% |
| 30D | +5.7% | -4.5% | +10.2% | +7.3% |
| 3M | -1.9% | -6.9% | +5.0% | +0.2% |
| 6M | +31.8% | -10.6% | +42.4% | +35.7% |
| YTD | +2.4% | +37.2% | -34.8% | -12.0% |
| 1Y | -8.2% | +48.0% | -56.3% | -23.6% |
| 3Y | +10.2% | +52.6% | -42.3% | -10.8% |
| 5Y | -71.2% | +116.5% | -187.7% | -80.2% |
| 10Y | +49.6% | +334.9% | -285.4% | -21.5% |
| All | +63.3% | +318.2% | -254.9% | -11.6% |
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