+2.8%
AVGO vs GEN
+14.8%
-12.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.4% | -7.2% | -4.8% |
| 7D | +18.2% | +2.0% | +16.1% | +18.1% |
| 30D | +0.2% | +27.7% | -27.5% | -1.1% |
| 3M | -16.8% | +3.3% | -20.1% | -16.4% |
| 6M | -16.5% | +31.8% | -48.3% | -19.4% |
| YTD | +0.8% | +13.5% | -12.7% | -7.4% |
| 1Y | +2.8% | +16.0% | -13.2% | -3.9% |
| All | +2.8% | +14.8% | -12.0% | -3.9% |
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