-10.2%
AVGO vs B
+24.4%
-34.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +4.2% | +4.6% | +7.8% |
| 7D | -0.9% | +11.3% | -12.2% | -3.3% |
| 30D | -11.6% | +2.9% | -14.6% | -12.2% |
| 3M | -25.2% | -2.9% | -22.3% | -25.0% |
| 6M | -25.4% | -1.2% | -24.2% | -26.3% |
| YTD | -7.2% | -1.3% | -5.9% | -13.5% |
| All | -10.2% | +24.4% | -34.6% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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