+244.4%
AVGO vs GEN
+79.4%
+165.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.4% | +1.3% |
| 7D | -9.9% | +2.3% | -12.2% | -10.4% |
| 30D | -22.0% | +33.1% | -55.0% | -27.6% |
| 3M | -30.0% | +6.5% | -36.5% | -31.5% |
| 6M | -30.7% | +53.8% | -84.5% | -40.9% |
| YTD | -14.7% | +11.2% | -25.9% | -18.1% |
| 1Y | -16.8% | +19.4% | -36.2% | -22.6% |
| 3Y | +244.4% | +81.0% | +163.4% | +180.3% |
| All | +244.4% | +79.4% | +165.0% | +180.3% |
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