-1.2%
AVGO vs BE
+53.3%
-54.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +13.0% | -9.0% | +1.3% |
| 7D | +6.1% | +4.5% | +1.5% | +4.9% |
| 30D | -2.7% | -20.1% | +17.5% | +0.9% |
| 3M | -16.9% | -0.8% | -16.1% | -17.8% |
| 6M | -19.1% | -26.2% | +7.1% | -17.6% |
| YTD | +0.3% | +141.1% | -140.8% | -23.4% |
| 1Y | -1.2% | +64.8% | -66.0% | -18.3% |
| All | -1.2% | +53.3% | -54.5% | -18.3% |
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