+91.3%
NVTS vs BHP
+70.6%
+20.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.5% | +4.6% |
| 7D | -1.4% | -3.6% | +2.2% | +3.4% |
| 30D | -16.5% | -1.2% | -15.3% | -16.2% |
| 3M | -47.6% | +1.2% | -48.8% | -48.9% |
| 6M | +7.3% | +21.4% | -14.1% | -17.8% |
| YTD | +62.9% | +50.4% | +12.5% | -8.5% |
| 1Y | +91.3% | +67.5% | +23.8% | -5.8% |
| All | +91.3% | +70.6% | +20.7% | -5.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling