+241.9%
AVGO vs DOC
+43.2%
+198.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -0.2% | -10.2% | -10.4% |
| 7D | -15.5% | +6.2% | -21.7% | -15.7% |
| 30D | -22.4% | +6.5% | -28.9% | -22.6% |
| 3M | -30.2% | -6.2% | -23.9% | -29.9% |
| 6M | -31.6% | +25.6% | -57.1% | -33.6% |
| YTD | -15.3% | +32.1% | -47.4% | -18.4% |
| 1Y | -18.2% | +20.3% | -38.5% | -20.1% |
| All | +241.9% | +43.2% | +198.7% | +224.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 3y: compounded portfolio wealth divided by compounded DOC 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…
3y analysis · Full analysis span regression · 6 months rolling