+281.7%
AVGO vs DOC
+43.5%
+238.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.1% | -5.1% | -2.1% |
| 7D | -7.5% | +8.7% | -16.2% | -7.8% |
| 30D | -10.2% | +7.6% | -17.9% | -10.5% |
| 3M | -22.0% | -5.3% | -16.8% | -21.7% |
| 6M | -21.6% | +27.6% | -49.2% | -24.1% |
| YTD | -5.4% | +32.4% | -37.8% | -8.9% |
| 1Y | -6.8% | +22.9% | -29.7% | -9.3% |
| All | +281.7% | +43.5% | +238.2% | +261.6% |
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