+17.8%
AVGO vs GEN
+5.4%
+12.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.5% |
| 7D | -3.0% | -1.2% | -1.8% | -2.8% |
| 30D | -14.4% | +10.1% | -24.6% | -15.4% |
| 3M | -14.4% | +16.1% | -30.5% | -15.8% |
| 6M | +13.1% | +38.9% | -25.7% | +6.7% |
| YTD | +3.8% | +14.4% | -10.6% | -3.9% |
| 1Y | +17.8% | +5.9% | +11.9% | +9.1% |
| All | +17.8% | +5.4% | +12.3% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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