+53.4%
BHP vs NVDX
-27.2%
+80.6%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.2% | +8.7% | +3.7% |
| 7D | -2.5% | -14.1% | +11.5% | +0.1% |
| 30D | -7.7% | -31.3% | +23.6% | -1.5% |
| 3M | -6.4% | -16.2% | +9.8% | -4.3% |
| 6M | +5.2% | -11.9% | +17.0% | +6.0% |
| YTD | +38.3% | -9.4% | +47.7% | +35.9% |
| 1Y | +53.4% | -23.9% | +77.2% | +52.4% |
| All | +53.4% | -27.2% | +80.6% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 1y: compounded portfolio wealth divided by compounded NVDX 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…
1y analysis · Full analysis span regression · 6 months rolling