+344.7%
AVGO vs GRMN
+182.6%
+162.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.1% |
| 7D | -0.3% | +0.2% | -0.5% | -0.4% |
| 30D | -13.8% | -11.3% | -2.5% | -11.1% |
| 3M | -6.9% | +17.7% | -24.6% | -11.5% |
| 6M | +11.9% | +14.2% | -2.2% | +7.3% |
| YTD | +6.9% | +37.0% | -30.1% | -3.2% |
| 1Y | +7.4% | +17.0% | -9.6% | +1.4% |
| All | +344.7% | +182.6% | +162.1% | +250.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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