+17.8%
AVGO vs ADI
+50.9%
-33.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.7% |
| 7D | -3.0% | +0.4% | -3.4% | -3.2% |
| 30D | -14.4% | -3.8% | -10.6% | -12.7% |
| 3M | -14.4% | -15.3% | +0.8% | -7.2% |
| 6M | +13.1% | +6.7% | +6.4% | +9.4% |
| YTD | +3.8% | +34.8% | -31.0% | -12.4% |
| 1Y | +17.8% | +49.0% | -31.3% | -11.5% |
| All | +17.8% | +50.9% | -33.2% | -11.5% |
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