-10.2%
AVGO vs FN
-20.4%
+10.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +11.9% | -3.1% | +4.8% |
| 7D | -0.9% | +16.3% | -17.1% | -6.1% |
| 30D | -11.6% | -24.7% | +13.1% | -4.2% |
| 3M | -25.2% | -34.9% | +9.8% | -16.2% |
| 6M | -25.4% | -41.1% | +15.6% | -15.2% |
| YTD | -7.2% | -19.6% | +12.4% | -12.8% |
| All | -10.2% | -20.4% | +10.3% | -13.4% |
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