+244.4%
AVGO vs ALL
+105.5%
+138.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.5% | +5.2% | -0.4% |
| 7D | -9.9% | -1.9% | -8.0% | -10.3% |
| 30D | -22.0% | +13.8% | -35.8% | -19.4% |
| 3M | -30.0% | -7.0% | -23.0% | -30.7% |
| 6M | -30.7% | +18.0% | -48.8% | -27.9% |
| YTD | -14.7% | +24.2% | -38.9% | -10.5% |
| 1Y | -16.8% | +31.2% | -48.0% | -12.6% |
| 3Y | +244.4% | +107.5% | +136.9% | +275.5% |
| All | +244.4% | +105.5% | +138.9% | +275.5% |
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