+3.3%
AVGO vs BA
-12.4%
+15.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.7% | +7.3% | +5.7% |
| 7D | +25.0% | -0.6% | +25.5% | +25.0% |
| 30D | +2.0% | -8.0% | +10.0% | +2.9% |
| 3M | -12.3% | -25.8% | +13.5% | -8.2% |
| 6M | -12.8% | -27.6% | +14.8% | -8.7% |
| YTD | +5.9% | -21.0% | +26.8% | +7.0% |
| 1Y | +3.3% | -12.3% | +15.6% | +5.1% |
| All | +3.3% | -12.4% | +15.7% | +5.1% |
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