+276.6%
AVGO vs DOW
-21.3%
+297.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.4% | +0.6% | +3.5% |
| 7D | +6.1% | -0.5% | +6.6% | +6.2% |
| 30D | -2.7% | +15.7% | -18.4% | -5.0% |
| 3M | -16.9% | +5.3% | -22.2% | -17.7% |
| 6M | -19.1% | -14.2% | -4.9% | -16.8% |
| YTD | +0.3% | +43.9% | -43.6% | -10.8% |
| 1Y | -1.2% | +53.1% | -54.2% | -13.7% |
| All | +276.6% | -21.3% | +297.9% | +284.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling