-6.8%
AVGO vs BROS
-18.6%
+11.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.1% |
| 7D | -7.5% | +2.5% | -10.0% | -7.7% |
| 30D | -10.2% | +15.1% | -25.3% | -11.6% |
| 3M | -22.0% | -31.4% | +9.4% | -18.5% |
| 6M | -21.6% | -22.6% | +1.0% | -20.7% |
| YTD | -5.4% | -28.1% | +22.7% | -6.7% |
| 1Y | -6.8% | -20.3% | +13.4% | -7.8% |
| All | -6.8% | -18.6% | +11.8% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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