+31,886.7%
NVO vs BHP
+7,637.4%
+24,249.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.3% | +4.1% | -0.1% |
| 7D | -7.4% | -3.7% | -3.6% | -6.7% |
| 30D | -5.5% | -0.8% | -4.7% | -5.4% |
| 3M | +4.1% | +7.6% | -3.5% | +2.1% |
| 6M | +19.3% | +20.8% | -1.5% | +14.0% |
| YTD | -9.2% | +50.8% | -59.9% | -17.6% |
| 1Y | -15.0% | +70.9% | -85.9% | -25.0% |
| 3Y | -50.9% | +78.0% | -128.9% | -57.3% |
| 5Y | -0.9% | +113.1% | -113.9% | -18.8% |
| 10Y | +152.4% | +483.0% | -330.6% | +60.0% |
| All | +31,886.7% | +7,637.4% | +24,249.3% | +13,876.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling