+10.3%
AVGO vs OPEN
-49.1%
+59.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.5% | +5.5% | +3.1% |
| 7D | -0.3% | +1.0% | -1.3% | -0.4% |
| 30D | -13.8% | -11.9% | -1.9% | -13.4% |
| 3M | -6.9% | -28.8% | +21.8% | -5.7% |
| 6M | +11.9% | -38.6% | +50.5% | +13.7% |
| YTD | +6.9% | -47.3% | +54.2% | +8.9% |
| All | +10.3% | -49.1% | +59.4% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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