+34.4%
TSLA vs BHP
+81.6%
-47.2%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.3% |
| 7D | +3.0% | +0.9% | +2.1% | +2.5% |
| 30D | +11.2% | +4.0% | +7.1% | +8.3% |
| 3M | -7.3% | +11.3% | -18.5% | -13.7% |
| 6M | -7.7% | +29.3% | -37.1% | -22.4% |
| YTD | -18.2% | +59.2% | -77.4% | -41.3% |
| 1Y | +6.0% | +80.8% | -74.8% | -31.0% |
| All | +34.4% | +81.6% | -47.2% | -18.0% |
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