+2.8%
AVGO vs FN
-25.5%
+28.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -7.3% | +2.5% | -2.3% |
| 7D | +18.2% | +0.3% | +17.9% | +17.8% |
| 30D | +0.2% | -16.5% | +16.8% | +5.3% |
| 3M | -16.8% | -42.1% | +25.3% | -3.2% |
| 6M | -16.5% | -52.9% | +36.4% | +2.4% |
| YTD | +0.8% | -28.0% | +28.8% | -2.7% |
| 1Y | +2.8% | -18.5% | +21.3% | -11.1% |
| All | +2.8% | -25.5% | +28.3% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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