-1.6%
AVGO vs ON
+44.2%
-45.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.2% | -0.6% |
| 7D | +1.0% | -4.7% | +5.8% | +2.4% |
| 30D | -13.3% | -13.5% | +0.2% | -9.5% |
| 3M | -2.9% | -36.3% | +33.4% | +8.3% |
| 6M | +5.7% | +17.8% | -12.0% | -2.3% |
| YTD | +4.6% | +29.6% | -24.9% | -7.9% |
| 1Y | -1.6% | +45.8% | -47.4% | -19.5% |
| All | -1.6% | +44.2% | -45.9% | -19.5% |
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