+339.7%
AVGO vs IT
-52.2%
+391.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.5% | -0.9% |
| 7D | -0.8% | -9.1% | +8.4% | +0.3% |
| 30D | -13.7% | -12.2% | -1.6% | -12.5% |
| 3M | -6.9% | +7.8% | -14.7% | -8.4% |
| 6M | +5.8% | +2.0% | +3.8% | +4.7% |
| YTD | +5.7% | -32.7% | +38.4% | +16.7% |
| 1Y | +9.0% | -31.1% | +40.1% | +18.2% |
| All | +339.7% | -52.2% | +391.9% | +513.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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