+3.3%
AVGO vs MA
+17.3%
-13.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.8% | +5.1% |
| 7D | +25.0% | -0.5% | +25.5% | +24.8% |
| 30D | +2.0% | +7.9% | -5.9% | +5.2% |
| 3M | -12.3% | +16.8% | -29.0% | -6.8% |
| 6M | -12.8% | +31.0% | -43.8% | -2.5% |
| YTD | +5.9% | +15.0% | -9.2% | +14.8% |
| 1Y | +3.3% | +17.0% | -13.7% | +12.8% |
| All | +3.3% | +17.3% | -13.9% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 MA 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