+695.6%
AVGO vs BHP
+112.0%
+583.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.3% | +4.3% | +1.3% |
| 7D | +1.0% | -3.7% | +4.8% | +2.6% |
| 30D | -13.3% | -0.8% | -12.4% | -13.2% |
| 3M | -2.9% | +7.6% | -10.5% | -6.4% |
| 6M | +5.7% | +20.8% | -15.1% | -2.7% |
| YTD | +4.6% | +50.8% | -46.1% | -12.8% |
| 1Y | -1.6% | +70.9% | -72.6% | -22.2% |
| 3Y | +336.2% | +78.0% | +258.2% | +230.7% |
| 5Y | +695.6% | +113.1% | +582.6% | +485.5% |
| All | +695.6% | +112.0% | +583.7% | +485.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling