-16.8%
AVGO vs FE
+6.2%
-23.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.2% | +0.5% |
| 7D | -9.9% | 0.0% | -9.9% | -9.9% |
| 30D | -22.0% | +5.2% | -27.2% | -19.9% |
| 3M | -30.0% | 0.0% | -30.0% | -30.2% |
| 6M | -30.7% | +5.0% | -35.8% | -29.8% |
| YTD | -14.7% | +7.9% | -22.6% | -17.1% |
| 1Y | -16.8% | +6.3% | -23.1% | -17.1% |
| All | -16.8% | +6.2% | -23.0% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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