+3.3%
AVGO vs MSCI
+12.8%
-9.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +7.1% | +5.4% |
| 7D | +25.0% | -0.7% | +25.7% | +24.9% |
| 30D | +2.0% | +16.2% | -14.2% | +3.8% |
| 3M | -12.3% | +16.1% | -28.4% | -10.7% |
| 6M | -12.8% | +12.9% | -25.7% | -12.0% |
| YTD | +5.9% | +14.8% | -9.0% | +10.5% |
| 1Y | +3.3% | +13.8% | -10.5% | +11.6% |
| All | +3.3% | +12.8% | -9.5% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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