+235.9%
NVDA vs BHP
+53.3%
+182.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.4% |
| 7D | -12.7% | -0.5% | -12.2% | -12.5% |
| 30D | -26.4% | -4.5% | -21.9% | -24.8% |
| 3M | -27.6% | -6.9% | -20.8% | -25.4% |
| 6M | -27.7% | -10.6% | -17.2% | -24.3% |
| YTD | -12.5% | +37.2% | -49.7% | -26.5% |
| 1Y | -12.6% | +48.0% | -60.7% | -29.6% |
| 3Y | +235.9% | +52.6% | +183.4% | +140.5% |
| All | +235.9% | +53.3% | +182.6% | +140.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling