+332.9%
AVGO vs ALL
+155.4%
+177.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.6% | -0.1% |
| 7D | -3.0% | 0.0% | -3.0% | -2.9% |
| 30D | -14.4% | -1.5% | -12.9% | -14.6% |
| 3M | -14.4% | +23.6% | -38.1% | -11.1% |
| 6M | +13.1% | +22.3% | -9.2% | +17.5% |
| YTD | +3.8% | +26.5% | -22.7% | +8.2% |
| 1Y | +17.8% | +27.0% | -9.2% | +23.1% |
| All | +332.9% | +155.4% | +177.6% | +349.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling