+232.9%
AVGO vs MP
+125.4%
+107.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.9% | -4.2% | 0.0% |
| 7D | -9.9% | -10.5% | +0.6% | -8.5% |
| 30D | -22.0% | -23.5% | +1.5% | -19.0% |
| 3M | -30.0% | -25.4% | -4.6% | -27.4% |
| 6M | -30.7% | -51.3% | +20.5% | -24.5% |
| YTD | -14.7% | -29.9% | +15.2% | -11.5% |
| 1Y | -16.8% | -31.8% | +15.0% | -13.3% |
| All | +232.9% | +125.4% | +107.5% | +174.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 3y: compounded portfolio wealth divided by compounded MP 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…
3y analysis · Full analysis span regression · 6 months rolling