-6.7%
AVGO vs GEN
+18.5%
-25.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.7% | +3.2% | +3.9% |
| 7D | 0.0% | +1.0% | -1.1% | -0.1% |
| 30D | -8.2% | +29.1% | -37.3% | -9.5% |
| 3M | -21.3% | +2.9% | -24.2% | -20.9% |
| 6M | -22.5% | +33.6% | -56.1% | -25.6% |
| YTD | -3.6% | +12.0% | -15.6% | -11.3% |
| 1Y | -6.7% | +16.2% | -22.8% | -11.4% |
| All | -6.7% | +18.5% | -25.1% | -11.4% |
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