+14,546.7%
NVDA vs BHP
+496.8%
+14,049.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -5.1% | -3.6% | -1.5% | -3.3% |
| 30D | -2.5% | -1.2% | -1.3% | -2.2% |
| 3M | +6.7% | +1.2% | +5.5% | +5.2% |
| 6M | +17.6% | +21.4% | -3.8% | +4.5% |
| YTD | +17.3% | +50.4% | -33.1% | -8.1% |
| 1Y | +23.5% | +67.5% | -44.0% | -9.2% |
| 3Y | +384.6% | +72.8% | +311.8% | +240.8% |
| 5Y | +875.4% | +112.6% | +762.8% | +493.4% |
| All | +14,546.7% | +496.8% | +14,049.9% | +5,254.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling