-6.8%
AVGO vs DOW
+50.2%
-57.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -2.2% |
| 7D | -7.5% | -4.2% | -3.3% | -7.7% |
| 30D | -10.2% | +14.7% | -24.9% | -9.4% |
| 3M | -22.0% | +9.1% | -31.1% | -21.4% |
| 6M | -21.6% | -17.7% | -3.9% | -20.9% |
| YTD | -5.4% | +44.6% | -50.1% | -7.0% |
| 1Y | -6.8% | +51.9% | -58.7% | -6.9% |
| All | -6.8% | +50.2% | -57.1% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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