+875.7%
NVDA vs BHP
+112.0%
+763.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.3% | +3.0% | +0.5% |
| 7D | -4.3% | -3.7% | -0.6% | -2.5% |
| 30D | +0.5% | -0.8% | +1.4% | +0.7% |
| 3M | +9.1% | +7.6% | +1.5% | +4.2% |
| 6M | +18.5% | +20.8% | -2.3% | +6.1% |
| YTD | +17.4% | +50.8% | -33.4% | -7.3% |
| 1Y | +23.4% | +70.9% | -47.5% | -9.2% |
| 3Y | +380.6% | +78.0% | +302.6% | +233.1% |
| 5Y | +875.7% | +113.1% | +762.6% | +523.0% |
| All | +875.7% | +112.0% | +763.7% | +523.0% |
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