+1.9%
VEEV vs BHP
+65.8%
-63.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.5% | -0.8% | -3.4% |
| 7D | -0.6% | -5.0% | +4.4% | -1.0% |
| 30D | +28.8% | +1.2% | +27.7% | +28.9% |
| 3M | +54.0% | +1.8% | +52.2% | +54.9% |
| 6M | +46.0% | +18.0% | +27.9% | +48.4% |
| YTD | +23.2% | +52.7% | -29.5% | +24.8% |
| 1Y | +1.9% | +66.0% | -64.1% | +3.0% |
| All | +1.9% | +65.8% | -63.9% | +3.0% |
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 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