+258.1%
AVGO vs FGI
-3.4%
+261.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.1% | +4.0% | +3.9% |
| 7D | 0.0% | -4.1% | +4.1% | 0.0% |
| 30D | -8.2% | -3.4% | -4.8% | -8.2% |
| 3M | -21.3% | +61.8% | -83.0% | -21.8% |
| 6M | -22.5% | +17.0% | -39.6% | -22.9% |
| YTD | -3.6% | +31.4% | -35.0% | -4.8% |
| 1Y | -6.7% | +42.7% | -49.3% | -7.6% |
| 3Y | +258.1% | -0.1% | +258.3% | +263.7% |
| All | +258.1% | -3.4% | +261.5% | +263.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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