+67.6%
UBER vs BHP
+171.7%
-104.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +1.4% |
| 7D | +1.6% | -0.5% | +2.1% | +1.9% |
| 30D | +0.6% | -4.5% | +5.1% | +2.6% |
| 3M | -8.2% | -6.9% | -1.3% | -5.6% |
| 6M | -6.7% | -10.6% | +3.8% | -3.5% |
| YTD | -14.7% | +37.2% | -51.9% | -29.9% |
| 1Y | -24.1% | +48.0% | -72.1% | -40.1% |
| 3Y | +33.4% | +52.6% | -19.2% | +0.4% |
| 5Y | +54.5% | +116.5% | -62.0% | -10.5% |
| All | +67.6% | +171.7% | -104.1% | -37.9% |
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