+103.6%
AVGO vs NBIS
+1,496.3%
-1,392.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.1% | +4.1% | 0.0% |
| 7D | +1.0% | +8.3% | -7.3% | -0.5% |
| 30D | -13.3% | +18.1% | -31.3% | -17.2% |
| 3M | -2.9% | +7.8% | -10.6% | -7.9% |
| 6M | +5.7% | +136.6% | -130.8% | -16.8% |
| YTD | +4.6% | +172.5% | -167.9% | -21.4% |
| 1Y | -1.6% | +144.3% | -145.9% | -25.5% |
| All | +103.6% | +1,496.3% | -1,392.7% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIS.
Daily Out/Under-Performance
Portfolio return minus NBIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIS 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 5y: compounded portfolio wealth divided by compounded NBIS 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…
5y analysis · Full analysis span regression · 6 months rolling