-10.2%
AVGO vs D
+16.2%
-26.4%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.5% | +9.3% | +8.6% |
| 7D | -0.9% | +0.8% | -1.6% | -0.5% |
| 30D | -11.6% | +10.7% | -22.3% | -8.5% |
| 3M | -25.2% | +2.3% | -27.5% | -24.2% |
| 6M | -25.4% | +12.5% | -37.9% | -23.2% |
| YTD | -7.2% | +20.1% | -27.3% | -1.5% |
| All | -10.2% | +16.2% | -26.4% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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