+1.4%
AVGO vs BR
-31.7%
+33.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.2% |
| 7D | +1.1% | -3.0% | +4.1% | +0.4% |
| 30D | -13.0% | -0.3% | -12.7% | -12.9% |
| 3M | -6.0% | +17.3% | -23.3% | -0.8% |
| 6M | +6.4% | -6.7% | +13.1% | +5.1% |
| YTD | +5.0% | -23.4% | +28.4% | -3.0% |
| 1Y | +1.4% | -32.7% | +34.1% | -10.6% |
| All | +1.4% | -31.7% | +33.1% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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