-12.8%
AVGO vs NXT
-26.8%
+14.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -6.9% | +12.5% | +7.4% |
| 7D | +25.0% | -6.0% | +31.0% | +26.6% |
| 30D | +2.0% | +5.4% | -3.5% | -0.3% |
| 3M | -12.3% | -9.7% | -2.6% | -10.2% |
| 6M | -12.8% | -25.3% | +12.5% | -7.7% |
| All | -12.8% | -26.8% | +14.0% | -7.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling