+17.8%
AVGO vs BE
+379.4%
-361.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.4% | -7.1% | -1.1% |
| 7D | -3.0% | +20.0% | -22.9% | -6.3% |
| 30D | -14.4% | +7.9% | -22.3% | -16.0% |
| 3M | -14.4% | -13.2% | -1.2% | -14.3% |
| 6M | +13.1% | +53.5% | -40.3% | -1.0% |
| YTD | +3.8% | +191.0% | -187.2% | -21.9% |
| 1Y | +17.8% | +360.5% | -342.7% | -15.7% |
| All | +17.8% | +379.4% | -361.6% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BE.
Daily Out/Under-Performance
Portfolio return minus BE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BE 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 BE 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