-6.8%
AVGO vs DELL
+142.0%
-148.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -8.8% | +6.8% | 0.0% |
| 7D | -7.5% | -24.6% | +17.1% | -1.6% |
| 30D | -10.2% | -32.5% | +22.3% | -2.4% |
| 3M | -22.0% | -20.2% | -1.8% | -18.8% |
| 6M | -21.6% | +76.5% | -98.1% | -32.0% |
| YTD | -5.4% | +198.9% | -204.4% | -27.0% |
| 1Y | -6.8% | +143.3% | -150.2% | -21.1% |
| All | -6.8% | +142.0% | -148.9% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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