-6.8%
AVGO vs NOW
-39.6%
+32.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -2.0% |
| 7D | -7.5% | -27.5% | +20.0% | -7.3% |
| 30D | -10.2% | -20.0% | +9.8% | -10.0% |
| 3M | -22.0% | -7.9% | -14.1% | -22.1% |
| 6M | -21.6% | +18.3% | -39.9% | -22.1% |
| YTD | -5.4% | -29.0% | +23.5% | +3.8% |
| 1Y | -6.8% | -38.7% | +31.9% | +7.9% |
| All | -6.8% | -39.6% | +32.7% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 1y: compounded portfolio wealth divided by compounded NOW 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…
1y analysis · Full analysis span regression · 6 months rolling