+10.3%
AVGO vs DAR
+115.2%
-105.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.9% | 0.0% | +2.7% |
| 7D | -0.3% | -0.9% | +0.6% | -0.2% |
| 30D | -13.8% | +13.0% | -26.8% | -14.6% |
| 3M | -6.9% | +15.0% | -21.9% | -8.0% |
| 6M | +11.9% | +26.8% | -14.9% | +10.6% |
| YTD | +6.9% | +86.4% | -79.5% | +4.2% |
| All | +10.3% | +115.2% | -105.0% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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