-91.0%
SNDQ vs BHP
+2.4%
-93.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +2.6% | +12.7% | +20.7% |
| 7D | +66.1% | -2.5% | +68.7% | +56.2% |
| 30D | +122.5% | -7.7% | +130.2% | +88.3% |
| 3M | +11.6% | -6.4% | +17.9% | -3.4% |
| 6M | -82.2% | +5.2% | -87.3% | -74.7% |
| All | -91.0% | +2.4% | -93.4% | -87.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling