+526.8%
AVGO vs NXT
+178.8%
+348.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | 0.0% |
| 7D | -3.0% | -1.1% | -1.9% | -2.8% |
| 30D | -14.4% | -15.3% | +0.9% | -11.5% |
| 3M | -14.4% | -43.8% | +29.4% | -4.4% |
| 6M | +13.1% | -18.7% | +31.8% | +16.7% |
| YTD | +3.8% | -3.0% | +6.8% | +3.1% |
| 1Y | +17.8% | +22.7% | -5.0% | +12.0% |
| 3Y | +325.3% | +95.9% | +229.3% | +262.7% |
| All | +526.8% | +178.8% | +348.0% | +411.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling