-6.7%
AVGO vs D
+16.4%
-23.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +4.0% |
| 7D | 0.0% | +2.4% | -2.4% | +0.9% |
| 30D | -8.2% | +10.9% | -19.1% | -4.9% |
| 3M | -21.3% | +2.8% | -24.1% | -20.1% |
| 6M | -22.5% | +12.7% | -35.2% | -20.2% |
| YTD | -3.6% | +20.3% | -23.9% | +2.4% |
| 1Y | -6.7% | +17.1% | -23.8% | +0.6% |
| All | -6.7% | +16.4% | -23.1% | +0.6% |
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