+3.3%
AVGO vs BAC
-4.3%
+7.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.9% | +5.7% |
| 7D | +25.0% | +1.5% | +23.5% | +24.3% |
| 30D | +2.0% | -6.4% | +8.4% | +4.1% |
| 3M | -12.3% | -21.7% | +9.4% | -6.4% |
| 6M | -12.8% | +0.5% | -13.3% | -14.3% |
| YTD | +5.9% | -6.7% | +12.5% | +5.7% |
| 1Y | +3.3% | -4.7% | +8.0% | +0.7% |
| All | +3.3% | -4.3% | +7.6% | +0.7% |
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