+7.4%
AVGO vs MPC
+124.8%
-117.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.7% | +3.1% |
| 7D | -0.3% | +3.9% | -4.2% | -0.1% |
| 30D | -13.8% | +33.8% | -47.6% | -12.1% |
| 3M | -6.9% | +49.9% | -56.8% | -4.0% |
| 6M | +11.9% | +80.9% | -69.0% | +16.8% |
| YTD | +6.9% | +147.4% | -140.5% | +10.9% |
| 1Y | +7.4% | +123.2% | -115.8% | +17.7% |
| All | +7.4% | +124.8% | -117.4% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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