+10.3%
AVGO vs ALL
+28.8%
-18.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.3% | +1.6% |
| 7D | -0.3% | -1.7% | +1.4% | -1.3% |
| 30D | -13.8% | -4.7% | -9.2% | -16.1% |
| 3M | -6.9% | +18.4% | -25.3% | +4.4% |
| 6M | +11.9% | +20.5% | -8.6% | +27.2% |
| YTD | +6.9% | +23.5% | -16.7% | +23.7% |
| All | +10.3% | +28.8% | -18.5% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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