+31,987.2%
AVGO vs NRG
+459.5%
+31,527.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.6% | +2.4% | 0.0% |
| 7D | -0.8% | +3.9% | -4.6% | -2.1% |
| 30D | -13.7% | -3.0% | -10.8% | -13.4% |
| 3M | -6.9% | -10.9% | +4.0% | -5.0% |
| 6M | +5.8% | -25.3% | +31.1% | +13.9% |
| YTD | +5.7% | -26.8% | +32.5% | +13.9% |
| 1Y | +9.0% | -23.3% | +32.3% | +16.0% |
| 3Y | +340.5% | +208.6% | +131.9% | +198.2% |
| 5Y | +711.1% | +194.1% | +516.9% | +446.2% |
| 10Y | +2,856.4% | +1,123.6% | +1,732.8% | +1,218.3% |
| All | +31,987.2% | +459.5% | +31,527.7% | +16,670.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 all: compounded portfolio wealth divided by compounded NRG 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…
all analysis · Full analysis span regression · 6 months rolling