+332.9%
AVGO vs BIL
+14.1%
+318.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.5% |
| 7D | -3.0% | +0.1% | -3.0% | -2.1% |
| 30D | -14.4% | +0.3% | -14.8% | -11.6% |
| 3M | -14.4% | +0.9% | -15.4% | -6.5% |
| 6M | +13.1% | +1.8% | +11.3% | +32.7% |
| YTD | +3.8% | +2.4% | +1.3% | +26.8% |
| 1Y | +17.8% | +3.7% | +14.1% | +58.0% |
| All | +332.9% | +14.1% | +318.9% | +878.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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