-6.9%
AVGO vs BE
+4.4%
-11.3%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +9.6% | -6.7% | +1.2% |
| 7D | -0.3% | +29.8% | -30.1% | -5.1% |
| 30D | -13.8% | +26.4% | -40.2% | -17.7% |
| 3M | -6.9% | +9.3% | -16.2% | -10.0% |
| All | -6.9% | +4.4% | -11.3% | -10.0% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling