+17.8%
AVGO vs P
+32.0%
-14.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.2% |
| 7D | -3.0% | +6.5% | -9.5% | -4.8% |
| 30D | -14.4% | +18.8% | -33.3% | -20.3% |
| 3M | -14.4% | +26.7% | -41.2% | -22.4% |
| 6M | +13.1% | +62.2% | -49.0% | -7.3% |
| YTD | +3.8% | +48.5% | -44.7% | -13.0% |
| 1Y | +17.8% | +26.4% | -8.6% | -4.4% |
| All | +17.8% | +32.0% | -14.2% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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