+95.5%
AMD vs AVGO
-8.5%
+104.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVGO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +2.6% |
| 7D | -15.5% | -7.5% | -8.0% | -9.8% |
| 30D | -22.6% | -10.2% | -12.4% | -15.2% |
| 3M | -5.7% | -22.0% | +16.3% | +14.1% |
| 6M | +43.1% | -21.6% | +64.7% | +70.3% |
| YTD | +128.2% | -5.4% | +133.7% | +140.0% |
| 1Y | +95.5% | -6.8% | +102.3% | +101.9% |
| All | +95.5% | -8.5% | +104.0% | +101.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVGO.
Daily Out/Under-Performance
Portfolio return minus AVGO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVGO 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 AVGO 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