+262.1%
AVGO vs DRI
+70.6%
+191.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.5% | +7.3% | +8.6% |
| 7D | -0.9% | +3.1% | -4.0% | -1.2% |
| 30D | -11.6% | +16.2% | -27.9% | -13.2% |
| 3M | -25.2% | +8.4% | -33.5% | -26.0% |
| 6M | -25.4% | +19.0% | -44.4% | -27.5% |
| YTD | -7.2% | +28.8% | -36.0% | -11.3% |
| 1Y | -7.9% | +33.1% | -41.0% | -12.7% |
| 3Y | +262.1% | +70.8% | +191.3% | +214.1% |
| All | +262.1% | +70.6% | +191.5% | +214.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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