+139.6%
VIAV vs BHP
+110.7%
+28.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.8% | +3.7% |
| 7D | +11.2% | -3.6% | +14.8% | +12.8% |
| 30D | -10.1% | -1.2% | -8.9% | -9.8% |
| 3M | -22.9% | +1.2% | -24.1% | -23.3% |
| 6M | +28.8% | +21.4% | +7.4% | +20.8% |
| YTD | +117.5% | +50.4% | +67.0% | +93.6% |
| 1Y | +216.1% | +67.5% | +148.6% | +173.6% |
| 3Y | +292.2% | +72.8% | +219.4% | +233.8% |
| All | +139.6% | +110.7% | +28.9% | +109.4% |
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