-6.8%
AVGO vs ADI
+76.5%
-83.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -0.1% |
| 7D | -7.5% | -5.1% | -2.3% | -4.6% |
| 30D | -10.2% | -3.1% | -7.1% | -8.5% |
| 3M | -22.0% | +7.1% | -29.2% | -24.9% |
| 6M | -21.6% | +2.9% | -24.5% | -22.8% |
| YTD | -5.4% | +51.1% | -56.6% | -24.8% |
| 1Y | -6.8% | +79.3% | -86.1% | -33.8% |
| All | -6.8% | +76.5% | -83.4% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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