-10.2%
AVGO vs NOW
-40.5%
+30.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.8% | +8.0% | +8.8% |
| 7D | -0.9% | -3.1% | +2.2% | -0.7% |
| 30D | -11.6% | -27.0% | +15.4% | -11.3% |
| 3M | -25.2% | -17.7% | -7.5% | -25.0% |
| 6M | -25.4% | +12.7% | -38.1% | -25.8% |
| YTD | -7.2% | -32.9% | +25.7% | +2.0% |
| All | -10.2% | -40.5% | +30.3% | +3.9% |
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