+509.9%
AVGO vs IOT
+61.4%
+448.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -0.6% |
| 7D | -3.0% | -2.3% | -0.6% | -2.6% |
| 30D | -14.4% | +3.8% | -18.2% | -15.3% |
| 3M | -14.4% | +14.2% | -28.6% | -17.8% |
| 6M | +13.1% | +40.1% | -27.0% | +2.3% |
| YTD | +3.8% | +13.4% | -9.6% | -1.9% |
| 1Y | +17.8% | +12.2% | +5.6% | +11.2% |
| 3Y | +325.3% | +30.0% | +295.3% | +278.2% |
| All | +509.9% | +61.4% | +448.5% | +370.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 all: compounded portfolio wealth divided by compounded IOT 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…
all analysis · Full analysis span regression · 6 months rolling