+30,513.3%
AVGO vs BHP
+239.5%
+30,273.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.3% | -3.5% | -4.2% |
| 7D | +18.2% | -0.5% | +18.7% | +18.5% |
| 30D | +0.2% | -4.5% | +4.7% | +2.4% |
| 3M | -16.8% | -6.9% | -9.9% | -14.2% |
| 6M | -16.5% | -10.6% | -5.9% | -12.4% |
| YTD | +0.8% | +37.2% | -36.4% | -13.5% |
| 1Y | +2.8% | +48.0% | -45.2% | -14.7% |
| 3Y | +278.5% | +52.6% | +226.0% | +205.0% |
| 5Y | +573.1% | +116.5% | +456.6% | +347.4% |
| 10Y | +2,598.7% | +334.9% | +2,263.7% | +1,161.3% |
| All | +30,513.3% | +239.5% | +30,273.8% | +14,477.6% |
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