+321.1%
AVGO vs NVD
-98.5%
+419.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +3.9% | -8.7% | -3.5% |
| 7D | +18.2% | +28.6% | -10.5% | +28.4% |
| 30D | +0.2% | +73.6% | -73.4% | +22.8% |
| 3M | -16.8% | +70.1% | -86.9% | +3.1% |
| 6M | -16.5% | +53.6% | -70.0% | +3.9% |
| YTD | +0.8% | -7.0% | +7.8% | +10.1% |
| 1Y | +2.8% | -9.0% | +11.8% | +13.0% |
| 3Y | +278.5% | -98.3% | +376.9% | +87.0% |
| All | +321.1% | -98.5% | +419.7% | +101.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 5y: compounded portfolio wealth divided by compounded NVD 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…
5y analysis · Full analysis span regression · 6 months rolling