+2.8%
AVGO vs LIN
+24.8%
-22.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.7% | -5.4% | -4.4% |
| 7D | +18.2% | +2.1% | +16.1% | +19.3% |
| 30D | +0.2% | +6.8% | -6.6% | +3.7% |
| 3M | -16.8% | +10.4% | -27.2% | -12.5% |
| 6M | -16.5% | +3.2% | -19.6% | -15.2% |
| YTD | +0.8% | +24.6% | -23.8% | +25.0% |
| 1Y | +2.8% | +24.4% | -21.6% | +27.7% |
| All | +2.8% | +24.8% | -22.0% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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