+17.8%
AVGO vs MSTR
-56.7%
+74.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.4% |
| 7D | -3.0% | +12.2% | -15.1% | -5.1% |
| 30D | -14.4% | +45.2% | -59.6% | -20.3% |
| 3M | -14.4% | +10.4% | -24.8% | -16.5% |
| 6M | +13.1% | -2.5% | +15.6% | +12.3% |
| YTD | +3.8% | -6.0% | +9.8% | +1.6% |
| 1Y | +17.8% | -56.4% | +74.2% | +34.2% |
| All | +17.8% | -56.7% | +74.5% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 MSTR 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