+135.7%
AVGO vs ALAB
+262.8%
-127.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.3% | -5.5% | -1.1% |
| 7D | -9.9% | -26.3% | +16.3% | -1.9% |
| 30D | -22.0% | -50.1% | +28.1% | -5.2% |
| 3M | -30.0% | -42.5% | +12.4% | -19.3% |
| 6M | -30.7% | -10.8% | -19.9% | -32.6% |
| YTD | -14.7% | +14.6% | -29.3% | -26.1% |
| 1Y | -16.8% | +17.1% | -33.9% | -29.2% |
| All | +135.7% | +262.8% | -127.2% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB 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 5y: compounded portfolio wealth divided by compounded ALAB 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…
5y analysis · Full analysis span regression · 6 months rolling