+82.2%
UBER vs BHP
+209.1%
-126.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.1% |
| 7D | -3.9% | -2.9% | -1.0% | -2.5% |
| 30D | +11.1% | +3.4% | +7.7% | +9.3% |
| 3M | +4.9% | +4.1% | +0.8% | +1.9% |
| 6M | -1.2% | +20.6% | -21.7% | -11.4% |
| YTD | -7.3% | +56.1% | -63.3% | -27.9% |
| 1Y | -17.6% | +69.6% | -87.2% | -38.9% |
| 3Y | +61.1% | +78.8% | -17.8% | +12.8% |
| 5Y | +87.9% | +113.1% | -25.2% | +12.4% |
| All | +82.2% | +209.1% | -126.8% | -36.1% |
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