+2.8%
AVGO vs AG
+7.9%
-5.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.4% | -2.3% | -4.4% |
| 7D | +18.2% | -10.0% | +28.1% | +20.0% |
| 30D | +0.2% | -10.5% | +10.7% | +2.0% |
| 3M | -16.8% | -27.3% | +10.5% | -13.0% |
| 6M | -16.5% | -43.0% | +26.5% | -10.9% |
| YTD | +0.8% | -17.9% | +18.7% | -6.0% |
| 1Y | +2.8% | +11.9% | -9.1% | -14.8% |
| All | +2.8% | +7.9% | -5.0% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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