+3,738.7%
BHP vs VRSN
+7,135.0%
-3,396.3%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | -0.5% | +1.4% | -1.9% | -0.7% |
| 30D | -4.5% | +3.9% | -8.4% | -5.1% |
| 3M | -6.9% | +9.3% | -16.2% | -8.3% |
| 6M | -10.6% | +6.7% | -17.2% | -11.9% |
| YTD | +37.2% | +30.0% | +7.1% | +30.2% |
| 1Y | +48.0% | +26.0% | +22.0% | +41.1% |
| 3Y | +52.6% | +53.1% | -0.6% | +40.0% |
| 5Y | +116.5% | +35.0% | +81.4% | +101.2% |
| 10Y | +334.9% | +291.7% | +43.2% | +242.6% |
| All | +3,738.7% | +7,135.0% | -3,396.3% | +1,799.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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