+444.8%
NVDA vs BHP
+119.2%
+325.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.3% |
| 7D | -12.7% | -0.5% | -12.2% | -12.5% |
| 30D | -26.4% | -4.5% | -21.9% | -24.7% |
| 3M | -27.6% | -6.9% | -20.8% | -25.2% |
| 6M | -27.7% | -10.6% | -17.2% | -24.1% |
| YTD | -12.5% | +37.2% | -49.7% | -27.7% |
| 1Y | -12.6% | +48.0% | -60.7% | -30.9% |
| 3Y | +235.9% | +52.6% | +183.4% | +151.6% |
| All | +444.8% | +119.2% | +325.6% | +222.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling