+85.9%
AMZN vs AVGO
+346.9%
-261.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVGO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.0% | -3.6% | -1.3% |
| 7D | +0.8% | -0.3% | +1.1% | +0.8% |
| 30D | -6.4% | -13.8% | +7.5% | -3.0% |
| 3M | +4.8% | -6.9% | +11.7% | +6.1% |
| 6M | +20.5% | +11.9% | +8.6% | +14.7% |
| YTD | +11.3% | +6.9% | +4.4% | +7.0% |
| 1Y | +9.0% | +7.4% | +1.6% | +3.3% |
| 3Y | +85.9% | +345.6% | -259.7% | -6.5% |
| All | +85.9% | +346.9% | -261.0% | -6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling