+332.9%
AVGO vs NDAQ
+96.0%
+236.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.8% |
| 7D | -3.0% | -2.4% | -0.5% | -2.2% |
| 30D | -14.4% | +2.5% | -16.9% | -15.2% |
| 3M | -14.4% | +9.9% | -24.4% | -17.7% |
| 6M | +13.1% | +9.4% | +3.7% | +8.2% |
| YTD | +3.8% | +0.4% | +3.4% | +3.8% |
| 1Y | +17.8% | +4.0% | +13.7% | +15.0% |
| All | +332.9% | +96.0% | +236.9% | +222.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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