+345.6%
AVGO vs BE
+1,751.8%
-1,406.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +9.6% | -6.7% | +1.3% |
| 7D | -0.3% | +29.8% | -30.1% | -4.8% |
| 30D | -13.8% | +26.4% | -40.2% | -17.6% |
| 3M | -6.9% | +9.3% | -16.2% | -10.5% |
| 6M | +11.9% | +105.1% | -93.1% | -5.4% |
| YTD | +6.9% | +219.0% | -212.2% | -17.8% |
| 1Y | +7.4% | +418.8% | -411.3% | -25.7% |
| 3Y | +345.6% | +1,784.6% | -1,439.0% | +152.5% |
| All | +345.6% | +1,751.8% | -1,406.3% | +152.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling