+72.7%
BHP vs NVDX
+772.1%
-699.4%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -3.6% | -10.2% | +6.6% | -2.7% |
| 30D | -1.2% | -7.3% | +6.1% | -0.7% |
| 3M | +1.2% | +5.5% | -4.3% | +0.1% |
| 6M | +21.4% | +18.3% | +3.1% | +18.6% |
| YTD | +50.4% | +11.4% | +39.0% | +47.2% |
| 1Y | +67.5% | +12.7% | +54.8% | +63.1% |
| All | +72.7% | +772.1% | -699.4% | +38.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling