-6.8%
AVGO vs GM
+37.1%
-43.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.6% | -6.6% | -2.6% |
| 7D | -7.5% | +12.1% | -19.5% | -9.2% |
| 30D | -10.2% | +15.2% | -25.4% | -12.4% |
| 3M | -22.0% | +4.9% | -26.9% | -22.8% |
| 6M | -21.6% | +22.6% | -44.2% | -25.4% |
| YTD | -5.4% | +14.4% | -19.9% | -10.9% |
| 1Y | -6.8% | +39.4% | -46.2% | -16.3% |
| All | -6.8% | +37.1% | -43.9% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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