-16.5%
AVGO vs DELL
+41.3%
-57.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -7.2% | +2.4% | -2.9% |
| 7D | +18.2% | +4.9% | +13.3% | +16.6% |
| 30D | +0.2% | -32.1% | +32.3% | +9.1% |
| 3M | -16.8% | -30.2% | +13.4% | -10.4% |
| 6M | -16.5% | +41.7% | -58.2% | -23.8% |
| All | -16.5% | +41.3% | -57.7% | -23.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling