+17.8%
AVGO vs LOW
-20.7%
+38.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.2% |
| 7D | -3.0% | -1.7% | -1.2% | -2.9% |
| 30D | -14.4% | -7.0% | -7.4% | -14.3% |
| 3M | -14.4% | -0.9% | -13.6% | -14.7% |
| 6M | +13.1% | -20.1% | +33.2% | +13.4% |
| YTD | +3.8% | -13.9% | +17.7% | +4.2% |
| 1Y | +17.8% | -21.1% | +38.9% | +29.2% |
| All | +17.8% | -20.7% | +38.5% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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