+278.5%
AVGO vs MTB
+106.3%
+172.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.6% | -5.4% | -5.0% |
| 7D | +18.2% | +1.5% | +16.6% | +17.6% |
| 30D | +0.2% | +2.3% | -2.1% | -0.5% |
| 3M | -16.8% | -12.1% | -4.7% | -13.1% |
| 6M | -16.5% | +9.8% | -26.3% | -20.0% |
| YTD | +0.8% | +12.0% | -11.2% | -4.8% |
| 1Y | +2.8% | +22.0% | -19.2% | -6.4% |
| 3Y | +278.5% | +107.6% | +170.9% | +191.8% |
| All | +278.5% | +106.3% | +172.3% | +191.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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