+570.0%
AVGO vs MA
+86.6%
+483.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.3% | -6.1% | -5.4% |
| 7D | +18.2% | +1.3% | +16.9% | +17.4% |
| 30D | +0.2% | +9.6% | -9.4% | -4.4% |
| 3M | -16.8% | +16.8% | -33.6% | -23.4% |
| 6M | -16.5% | +35.2% | -51.6% | -29.8% |
| YTD | +0.8% | +16.6% | -15.7% | -8.2% |
| 1Y | +2.8% | +19.8% | -16.9% | -8.3% |
| 3Y | +278.5% | +70.7% | +207.9% | +155.6% |
| All | +570.0% | +86.6% | +483.5% | +315.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling