+7.4%
AVGO vs BA
-9.1%
+16.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.7% | +3.7% | +3.1% |
| 7D | -0.3% | +2.5% | -2.8% | -0.8% |
| 30D | -13.8% | -10.1% | -3.7% | -11.8% |
| 3M | -6.9% | -2.4% | -4.5% | -6.6% |
| 6M | +11.9% | -8.8% | +20.8% | +11.5% |
| YTD | +6.9% | -2.9% | +9.8% | +5.2% |
| 1Y | +7.4% | -8.8% | +16.2% | +8.4% |
| All | +7.4% | -9.1% | +16.5% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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