+345.6%
AVGO vs ON
-28.0%
+373.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -4.4% | +7.4% | +4.6% |
| 7D | -0.3% | -2.2% | +1.9% | +0.4% |
| 30D | -13.8% | -12.4% | -1.4% | -9.7% |
| 3M | -6.9% | -41.2% | +34.3% | +10.2% |
| 6M | +11.9% | +25.0% | -13.1% | -2.3% |
| YTD | +6.9% | +31.3% | -24.4% | -9.6% |
| 1Y | +7.4% | +45.4% | -38.0% | -13.8% |
| 3Y | +345.6% | -27.4% | +373.0% | +331.3% |
| All | +345.6% | -28.0% | +373.6% | +331.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling