+335.4%
AVGO vs NI
+69.0%
+266.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | +1.0% | -0.6% | +1.6% | +1.1% |
| 30D | -13.3% | -1.4% | -11.9% | -13.2% |
| 3M | -2.9% | -10.6% | +7.7% | -2.2% |
| 6M | +5.7% | -9.9% | +15.6% | +6.3% |
| YTD | +4.6% | +1.2% | +3.5% | +3.2% |
| 1Y | -1.6% | +4.4% | -6.1% | -3.4% |
| All | +335.4% | +69.0% | +266.4% | +346.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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