+2.8%
AVGO vs DIA
+10.3%
-7.4%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.1% | -4.9% | -4.9% |
| 7D | +18.2% | +2.1% | +16.0% | +15.3% |
| 30D | +0.2% | +1.5% | -1.3% | -0.9% |
| 3M | -16.8% | -2.4% | -14.4% | -14.1% |
| 6M | -16.5% | +6.0% | -22.4% | -22.1% |
| YTD | +0.8% | +10.1% | -9.3% | -12.0% |
| 1Y | +2.8% | +11.8% | -9.0% | -12.0% |
| All | +2.8% | +10.3% | -7.4% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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