+332.9%
AVGO vs ALB
-29.2%
+362.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.4% | +4.7% | +1.2% |
| 7D | -3.0% | -8.1% | +5.1% | -1.2% |
| 30D | -14.4% | +6.3% | -20.7% | -15.8% |
| 3M | -14.4% | -23.6% | +9.1% | -9.7% |
| 6M | +13.1% | -24.6% | +37.7% | +18.6% |
| YTD | +3.8% | -10.3% | +14.1% | +3.6% |
| 1Y | +17.8% | +61.5% | -43.7% | +1.7% |
| All | +332.9% | -29.2% | +362.1% | +321.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling