-6.8%
AVGO vs BTSG
+111.7%
-118.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | -7.5% | +17.4% | -24.9% | -11.2% |
| 30D | -10.2% | +12.6% | -22.8% | -12.8% |
| 3M | -22.0% | +11.2% | -33.2% | -24.2% |
| 6M | -21.6% | +30.4% | -52.0% | -29.4% |
| YTD | -5.4% | +86.4% | -91.8% | -24.7% |
| 1Y | -6.8% | +117.9% | -124.8% | -31.0% |
| All | -6.8% | +111.7% | -118.5% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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