+2.8%
AVGO vs MOS
-11.3%
+14.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.7% | -5.5% | -4.8% |
| 7D | +18.2% | -2.0% | +20.1% | +18.2% |
| 30D | +0.2% | +15.3% | -15.1% | -0.3% |
| 3M | -16.8% | +1.5% | -18.3% | -16.6% |
| 6M | -16.5% | -2.0% | -14.5% | -16.3% |
| YTD | +0.8% | -6.5% | +7.3% | +7.2% |
| 1Y | +2.8% | -11.1% | +13.9% | +9.7% |
| All | +2.8% | -11.3% | +14.2% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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