+17.8%
AVGO vs ON
+56.1%
-38.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.1% |
| 7D | -3.0% | +2.4% | -5.4% | -3.7% |
| 30D | -14.4% | -3.3% | -11.1% | -13.6% |
| 3M | -14.4% | -43.6% | +29.1% | -0.5% |
| 6M | +13.1% | +19.0% | -5.8% | +4.0% |
| YTD | +3.8% | +37.4% | -33.6% | -10.2% |
| 1Y | +17.8% | +54.8% | -37.0% | -4.6% |
| All | +17.8% | +56.1% | -38.4% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 1y: compounded portfolio wealth divided by compounded ON 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…
1y analysis · Full analysis span regression · 6 months rolling