+31,416.6%
AVGO vs LOW
+1,139.0%
+30,277.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.4% |
| 7D | -3.0% | -1.7% | -1.2% | -2.2% |
| 30D | -14.4% | -7.0% | -7.4% | -11.5% |
| 3M | -14.4% | -0.9% | -13.6% | -15.0% |
| 6M | +13.1% | -20.1% | +33.2% | +24.5% |
| YTD | +3.8% | -13.9% | +17.7% | +9.3% |
| 1Y | +17.8% | -21.1% | +38.9% | +29.1% |
| 3Y | +325.3% | -6.6% | +331.9% | +320.0% |
| 5Y | +689.9% | +9.4% | +680.6% | +609.2% |
| 10Y | +2,597.0% | +220.5% | +2,376.5% | +1,239.9% |
| All | +31,416.6% | +1,139.0% | +30,277.6% | +8,005.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling