-6.8%
AVGO vs MDB
-8.5%
+1.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | +0.1% | -1.7% |
| 7D | -7.5% | -16.5% | +9.1% | -5.2% |
| 30D | -10.2% | -8.6% | -1.6% | -9.1% |
| 3M | -22.0% | -13.6% | -8.4% | -21.1% |
| 6M | -21.6% | +24.1% | -45.6% | -25.1% |
| YTD | -5.4% | -21.8% | +16.3% | -4.3% |
| 1Y | -6.8% | -7.7% | +0.9% | -6.7% |
| All | -6.8% | -8.5% | +1.7% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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