+3,239.6%
VIAV vs BHP
+4,520.5%
-1,281.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | +13.6% | +0.9% | +12.7% | +13.2% |
| 30D | +5.3% | +4.0% | +1.3% | +3.1% |
| 3M | -15.6% | +11.3% | -26.9% | -20.0% |
| 6M | +34.0% | +29.3% | +4.7% | +18.4% |
| YTD | +119.9% | +59.2% | +60.6% | +76.1% |
| 1Y | +235.2% | +80.8% | +154.3% | +152.1% |
| 3Y | +299.8% | +88.0% | +211.8% | +188.1% |
| 5Y | +140.1% | +126.6% | +13.4% | +46.8% |
| 10Y | +420.3% | +515.7% | -95.4% | +77.7% |
| All | +3,239.6% | +4,520.5% | -1,281.0% | +325.1% |
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