+345.6%
AVGO vs GEN
+57.7%
+287.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.7% | +5.7% | +3.8% |
| 7D | -0.3% | -0.7% | +0.4% | -0.2% |
| 30D | -13.8% | +2.6% | -16.5% | -14.6% |
| 3M | -6.9% | +15.8% | -22.7% | -11.6% |
| 6M | +11.9% | +33.1% | -21.2% | +0.7% |
| YTD | +6.9% | +11.3% | -4.4% | +2.5% |
| 1Y | +7.4% | +1.7% | +5.8% | +6.7% |
| 3Y | +345.6% | +58.1% | +287.4% | +274.4% |
| All | +345.6% | +57.7% | +287.8% | +274.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling