+1.4%
AVGO vs NTR
+39.1%
-37.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | +1.1% | -1.3% | +2.4% | +1.0% |
| 30D | -13.0% | +16.8% | -29.8% | -11.6% |
| 3M | -6.0% | +20.7% | -26.7% | -4.1% |
| 6M | +6.4% | +0.5% | +5.8% | +7.0% |
| YTD | +5.0% | +29.2% | -24.2% | +8.7% |
| 1Y | +1.4% | +39.6% | -38.2% | +5.3% |
| All | +1.4% | +39.1% | -37.7% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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