+17.8%
AVGO vs FND
-36.4%
+54.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | 0.0% |
| 7D | -3.0% | -5.2% | +2.3% | -2.2% |
| 30D | -14.4% | -19.9% | +5.4% | -11.5% |
| 3M | -14.4% | +2.7% | -17.1% | -15.7% |
| 6M | +13.1% | -21.7% | +34.8% | +15.7% |
| YTD | +3.8% | -17.5% | +21.3% | +3.9% |
| 1Y | +17.8% | -39.3% | +57.1% | +32.6% |
| All | +17.8% | -36.4% | +54.1% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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