+335.4%
AVGO vs AGI
+203.7%
+131.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -0.4% |
| 7D | +1.0% | -5.4% | +6.4% | +2.0% |
| 30D | -13.3% | +6.6% | -19.9% | -14.6% |
| 3M | -2.9% | +8.2% | -11.1% | -5.0% |
| 6M | +5.7% | -29.3% | +35.0% | +11.4% |
| YTD | +4.6% | -7.4% | +12.0% | +3.5% |
| 1Y | -1.6% | +7.9% | -9.6% | -6.3% |
| All | +335.4% | +203.7% | +131.8% | +277.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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