+17.8%
AVGO vs BAC
+27.5%
-9.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -3.0% | +0.6% | -3.5% | -3.0% |
| 30D | -14.4% | -0.9% | -13.5% | -14.3% |
| 3M | -14.4% | +16.3% | -30.7% | -16.5% |
| 6M | +13.1% | +26.0% | -12.8% | +7.4% |
| YTD | +3.8% | +15.2% | -11.4% | -0.2% |
| 1Y | +17.8% | +26.5% | -8.7% | +14.0% |
| All | +17.8% | +27.5% | -9.7% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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