-6.8%
AVGO vs BBY
+33.0%
-39.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +8.0% | -10.0% | -1.6% |
| 7D | -7.5% | +4.5% | -12.0% | -7.2% |
| 30D | -10.2% | +16.0% | -26.2% | -9.6% |
| 3M | -22.0% | +18.6% | -40.6% | -21.5% |
| 6M | -21.6% | +80.1% | -101.6% | -23.0% |
| YTD | -5.4% | +57.4% | -62.9% | -8.3% |
| 1Y | -6.8% | +34.5% | -41.3% | -3.8% |
| All | -6.8% | +33.0% | -39.8% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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