+3.3%
AVGO vs A
+16.3%
-12.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.2% | +7.8% | +6.1% |
| 7D | +25.0% | +0.7% | +24.3% | +24.7% |
| 30D | +2.0% | +0.8% | +1.2% | +2.1% |
| 3M | -12.3% | +16.9% | -29.1% | -14.5% |
| 6M | -12.8% | +53.8% | -66.6% | -20.8% |
| YTD | +5.9% | +28.1% | -22.2% | +2.0% |
| 1Y | +3.3% | +15.0% | -11.7% | +6.1% |
| All | +3.3% | +16.3% | -12.9% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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