+1,853.5%
AVGO vs BE
+1,252.2%
+601.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.4% | -7.1% | -0.9% |
| 7D | -3.0% | +20.0% | -22.9% | -5.8% |
| 30D | -14.4% | +7.9% | -22.3% | -15.8% |
| 3M | -14.4% | -13.2% | -1.2% | -14.4% |
| 6M | +13.1% | +53.5% | -40.3% | +1.7% |
| YTD | +3.8% | +191.0% | -187.2% | -16.4% |
| 1Y | +17.8% | +360.5% | -342.7% | -13.4% |
| 3Y | +325.3% | +1,568.0% | -1,242.8% | +141.9% |
| 5Y | +689.9% | +1,055.2% | -365.3% | +348.4% |
| All | +1,853.5% | +1,252.2% | +601.3% | +742.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling