+17.8%
AVGO vs GH
+169.0%
-151.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | -14.4% | -1.1% | -13.4% | -14.4% |
| 3M | -14.4% | +21.3% | -35.7% | -14.9% |
| 6M | +13.1% | +73.5% | -60.4% | +10.9% |
| YTD | +3.8% | +58.0% | -54.2% | +2.0% |
| 1Y | +17.8% | +163.1% | -145.3% | +37.7% |
| All | +17.8% | +169.0% | -151.2% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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