-6.7%
AVGO vs P
+9.7%
-16.4%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.8% | +4.7% | +4.2% |
| 7D | 0.0% | -13.3% | +13.3% | +4.1% |
| 30D | -8.2% | -34.0% | +25.8% | +2.6% |
| 3M | -21.3% | +4.1% | -25.3% | -23.1% |
| 6M | -22.5% | +30.5% | -53.0% | -30.9% |
| YTD | -3.6% | +52.2% | -55.7% | -18.7% |
| 1Y | -6.7% | +10.3% | -17.0% | -17.8% |
| All | -6.7% | +9.7% | -16.4% | -17.8% |
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