+32,355.3%
AVGO vs BHP
+292.9%
+32,062.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.2% | +2.2% |
| 7D | -0.3% | +1.3% | -1.6% | -0.8% |
| 30D | -13.8% | +4.0% | -17.8% | -15.5% |
| 3M | -6.9% | +12.3% | -19.2% | -12.1% |
| 6M | +11.9% | +30.8% | -18.9% | -1.0% |
| YTD | +6.9% | +58.8% | -51.9% | -14.1% |
| 1Y | +7.4% | +76.8% | -69.4% | -17.7% |
| 3Y | +345.6% | +87.5% | +258.1% | +226.9% |
| 5Y | +718.9% | +123.9% | +595.0% | +434.2% |
| 10Y | +2,755.4% | +504.4% | +2,251.0% | +1,055.9% |
| All | +32,355.3% | +292.9% | +32,062.4% | +14,368.7% |
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