+345.6%
AVGO vs ACN
-42.6%
+388.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -4.1% | +7.1% | +3.3% |
| 7D | -0.3% | -4.8% | +4.5% | 0.0% |
| 30D | -13.8% | +1.9% | -15.7% | -14.0% |
| 3M | -6.9% | +3.9% | -10.8% | -6.4% |
| 6M | +11.9% | -15.0% | +26.9% | +17.6% |
| YTD | +6.9% | -31.9% | +38.8% | +19.5% |
| 1Y | +7.4% | -28.5% | +35.9% | +17.5% |
| 3Y | +345.6% | -41.9% | +387.5% | +414.3% |
| All | +345.6% | -42.6% | +388.2% | +414.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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