+17.8%
AVGO vs DG
+23.4%
-5.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | +0.2% |
| 7D | -3.0% | +8.4% | -11.4% | -3.1% |
| 30D | -14.4% | +4.9% | -19.4% | -14.5% |
| 3M | -14.4% | +29.3% | -43.8% | -15.7% |
| 6M | +13.1% | -11.3% | +24.4% | +12.1% |
| YTD | +3.8% | +1.8% | +2.0% | +2.4% |
| 1Y | +17.8% | +25.3% | -7.6% | +14.8% |
| All | +17.8% | +23.4% | -5.7% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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