-6.8%
AVGO vs BTG
+24.4%
-31.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +8.7% | -10.7% | -3.5% |
| 7D | -7.5% | -0.2% | -7.3% | -7.5% |
| 30D | -10.2% | -0.8% | -9.4% | -10.2% |
| 3M | -22.0% | +31.8% | -53.9% | -26.7% |
| 6M | -21.6% | +20.4% | -42.0% | -25.3% |
| YTD | -5.4% | +14.7% | -20.2% | -14.4% |
| 1Y | -6.8% | +29.4% | -36.2% | -22.8% |
| All | -6.8% | +24.4% | -31.2% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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