+1.4%
AVGO vs FND
-45.3%
+46.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | +0.2% |
| 7D | +1.1% | -5.8% | +6.9% | +1.9% |
| 30D | -13.0% | -20.2% | +7.2% | -10.2% |
| 3M | -6.0% | -12.0% | +6.0% | -5.0% |
| 6M | +6.4% | -18.5% | +24.9% | +7.7% |
| YTD | +5.0% | -22.3% | +27.2% | +5.6% |
| 1Y | +1.4% | -47.6% | +49.0% | +21.2% |
| All | +1.4% | -45.3% | +46.7% | +21.2% |
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