+241.9%
AVGO vs MP
+104.2%
+137.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -6.0% | -4.4% | -9.6% |
| 7D | -15.5% | -19.0% | +3.5% | -12.9% |
| 30D | -22.4% | -30.5% | +8.0% | -18.4% |
| 3M | -30.2% | -29.6% | -0.6% | -26.9% |
| 6M | -31.6% | -50.4% | +18.9% | -25.4% |
| YTD | -15.3% | -33.2% | +17.9% | -11.5% |
| 1Y | -18.2% | -38.6% | +20.4% | -13.8% |
| All | +241.9% | +104.2% | +137.7% | +186.4% |
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