+335.4%
AVGO vs AU
+574.0%
-238.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.3% | +3.3% | -0.3% |
| 7D | +1.0% | -7.0% | +8.0% | +2.1% |
| 30D | -13.3% | +7.3% | -20.6% | -14.5% |
| 3M | -2.9% | +33.2% | -36.1% | -7.9% |
| 6M | +5.7% | -0.6% | +6.3% | +4.3% |
| YTD | +4.6% | +26.2% | -21.5% | -1.2% |
| 1Y | -1.6% | +68.3% | -69.9% | -11.0% |
| All | +335.4% | +574.0% | -238.6% | +256.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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