+345.6%
AVGO vs NXT
+100.2%
+245.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.1% | +1.9% | +2.7% |
| 7D | -0.3% | +2.9% | -3.2% | -0.9% |
| 30D | -13.8% | -17.2% | +3.4% | -10.3% |
| 3M | -6.9% | -32.0% | +25.1% | +0.5% |
| 6M | +11.9% | -15.8% | +27.7% | +14.8% |
| YTD | +6.9% | -1.9% | +8.8% | +5.8% |
| 1Y | +7.4% | +22.5% | -15.1% | +1.8% |
| 3Y | +345.6% | +100.5% | +245.0% | +276.7% |
| All | +345.6% | +100.2% | +245.4% | +276.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling