+9.0%
AVGO vs BP
+39.3%
-30.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.0% |
| 7D | -0.8% | +4.0% | -4.8% | -0.5% |
| 30D | -13.7% | +7.8% | -21.6% | -13.2% |
| 3M | -6.9% | +8.4% | -15.3% | -5.9% |
| 6M | +5.8% | +15.1% | -9.3% | +4.9% |
| YTD | +5.7% | +36.4% | -30.7% | +2.1% |
| 1Y | +9.0% | +40.9% | -31.9% | +1.4% |
| All | +9.0% | +39.3% | -30.2% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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