+7.4%
AVGO vs NOW
-26.7%
+34.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -5.0% | +8.0% | +3.1% |
| 7D | -0.3% | -6.1% | +5.8% | -0.1% |
| 30D | -13.8% | +7.5% | -21.3% | -14.1% |
| 3M | -6.9% | +17.5% | -24.5% | -6.8% |
| 6M | +11.9% | +7.9% | +4.0% | +13.6% |
| YTD | +6.9% | -12.4% | +19.3% | +17.0% |
| 1Y | +7.4% | -28.6% | +36.0% | +21.7% |
| All | +7.4% | -26.7% | +34.1% | +21.7% |
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