+7.4%
AVGO vs ALB
+59.9%
-52.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +2.5% |
| 7D | -0.3% | -4.4% | +4.1% | +0.6% |
| 30D | -13.8% | -1.2% | -12.7% | -13.8% |
| 3M | -6.9% | -13.3% | +6.4% | -4.8% |
| 6M | +11.9% | -19.8% | +31.7% | +14.7% |
| YTD | +6.9% | -7.9% | +14.8% | +4.5% |
| 1Y | +7.4% | +60.2% | -52.7% | -9.4% |
| All | +7.4% | +59.9% | -52.4% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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