+262.1%
AVGO vs MTSI
+211.6%
+50.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +9.0% | -0.2% | +3.9% |
| 7D | -0.9% | +3.5% | -4.4% | -3.4% |
| 30D | -11.6% | -30.3% | +18.7% | +5.5% |
| 3M | -25.2% | -26.0% | +0.8% | -15.3% |
| 6M | -25.4% | -36.1% | +10.6% | -10.7% |
| YTD | -7.2% | +34.3% | -41.5% | -35.5% |
| 1Y | -7.9% | +35.3% | -43.2% | -36.3% |
| 3Y | +262.1% | +217.6% | +44.5% | +26.7% |
| All | +262.1% | +211.6% | +50.5% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTSI.
Daily Out/Under-Performance
Portfolio return minus MTSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTSI 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 MTSI 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