+244.4%
AVGO vs FGI
+1.5%
+242.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.7% |
| 7D | -9.9% | -7.0% | -3.0% | -9.9% |
| 30D | -22.0% | -4.2% | -17.8% | -22.0% |
| 3M | -30.0% | +55.6% | -85.6% | -30.5% |
| 6M | -30.7% | -3.2% | -27.6% | -31.0% |
| YTD | -14.7% | +29.1% | -43.8% | -15.8% |
| 1Y | -16.8% | +51.0% | -67.8% | -17.6% |
| 3Y | +244.4% | +1.5% | +242.9% | +250.0% |
| All | +244.4% | +1.5% | +242.9% | +250.0% |
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