+505.7%
AVGO vs NXT
+231.9%
+273.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +3.8% |
| 7D | +6.1% | -5.7% | +11.8% | +7.4% |
| 30D | -2.7% | +18.5% | -21.2% | -6.5% |
| 3M | -16.9% | -4.1% | -12.8% | -16.7% |
| 6M | -19.1% | -20.3% | +1.2% | -16.7% |
| YTD | +0.3% | +15.5% | -15.2% | -4.5% |
| 1Y | -1.2% | -5.0% | +3.8% | -2.8% |
| 3Y | +272.4% | +191.6% | +80.8% | +197.6% |
| All | +505.7% | +231.9% | +273.8% | +373.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling