+965.5%
AVGO vs MP
+257.7%
+707.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.9% | -4.2% | -0.1% |
| 7D | -9.9% | -10.5% | +0.6% | -8.3% |
| 30D | -22.0% | -23.5% | +1.5% | -18.6% |
| 3M | -30.0% | -25.4% | -4.6% | -27.0% |
| 6M | -30.7% | -51.3% | +20.5% | -23.2% |
| YTD | -14.7% | -29.9% | +15.2% | -11.4% |
| 1Y | -16.8% | -31.8% | +15.0% | -13.4% |
| 3Y | +244.4% | +127.0% | +117.4% | +169.9% |
| 5Y | +474.0% | -3.3% | +477.3% | +408.0% |
| All | +965.5% | +257.7% | +707.8% | +760.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling