+691.7%
AVGO vs BA
-1.7%
+693.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.1% |
| 7D | -3.0% | +1.2% | -4.1% | -3.4% |
| 30D | -14.4% | -11.6% | -2.8% | -10.5% |
| 3M | -14.4% | -2.4% | -12.1% | -14.0% |
| 6M | +13.1% | -6.6% | +19.8% | +14.6% |
| YTD | +3.8% | -2.2% | +6.0% | +3.1% |
| 1Y | +17.8% | -8.0% | +25.8% | +19.2% |
| 3Y | +325.3% | -5.0% | +330.2% | +306.5% |
| All | +691.7% | -1.7% | +693.4% | +607.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling