-16.8%
AVGO vs ALLE
+13.1%
-29.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.7% | +0.7% |
| 7D | -9.9% | -0.6% | -9.4% | -9.9% |
| 30D | -22.0% | +25.3% | -47.3% | -21.6% |
| 3M | -30.0% | +10.3% | -40.3% | -29.3% |
| 6M | -30.7% | +38.0% | -68.8% | -30.6% |
| YTD | -14.7% | +17.8% | -32.5% | -16.3% |
| 1Y | -16.8% | +13.6% | -30.4% | -16.7% |
| All | -16.8% | +13.1% | -29.9% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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