+2.8%
AVGO vs ALL
+30.2%
-27.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.4% | -5.1% | -4.6% |
| 7D | +18.2% | +5.0% | +13.1% | +21.6% |
| 30D | +0.2% | +13.3% | -13.1% | +8.8% |
| 3M | -16.8% | +3.2% | -20.0% | -14.4% |
| 6M | -16.5% | +25.3% | -41.8% | -1.0% |
| YTD | +0.8% | +30.5% | -29.6% | +22.6% |
| 1Y | +2.8% | +29.2% | -26.4% | +24.6% |
| All | +2.8% | +30.2% | -27.3% | +24.6% |
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