+332.9%
AVGO vs MP
+154.8%
+178.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | 0.0% |
| 7D | -3.0% | -2.9% | -0.1% | -2.6% |
| 30D | -14.4% | +13.8% | -28.3% | -16.2% |
| 3M | -14.4% | -16.7% | +2.3% | -12.9% |
| 6M | +13.1% | -11.5% | +24.6% | +13.7% |
| YTD | +3.8% | +7.9% | -4.1% | +1.5% |
| 1Y | +17.8% | -15.0% | +32.8% | +17.3% |
| All | +332.9% | +154.8% | +178.1% | +261.1% |
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