-1.6%
AVGO vs DOW
+29.9%
-31.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.0% |
| 7D | +1.0% | -2.4% | +3.4% | +1.1% |
| 30D | -13.3% | -4.1% | -9.2% | -13.2% |
| 3M | -2.9% | -12.4% | +9.6% | -2.0% |
| 6M | +5.7% | -10.6% | +16.3% | +5.5% |
| YTD | +4.6% | +31.1% | -26.4% | -1.7% |
| 1Y | -1.6% | +30.5% | -32.2% | -10.1% |
| All | -1.6% | +29.9% | -31.6% | -10.1% |
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