+3,762.2%
BHP vs NVMI
+1,976.9%
+1,785.2%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +0.4% |
| 7D | +0.9% | +6.9% | -6.0% | 0.0% |
| 30D | +4.0% | -2.8% | +6.9% | +4.3% |
| 3M | +11.3% | -27.3% | +38.6% | +15.3% |
| 6M | +29.3% | -13.7% | +43.0% | +30.8% |
| YTD | +59.2% | +13.8% | +45.4% | +55.3% |
| 1Y | +80.8% | +34.9% | +46.0% | +72.3% |
| 3Y | +88.0% | +213.5% | -125.5% | +57.6% |
| 5Y | +126.6% | +272.5% | -145.8% | +83.6% |
| 10Y | +515.7% | +3,142.4% | -2,626.7% | +292.2% |
| All | +3,762.2% | +1,976.9% | +1,785.2% | +1,772.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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