+7.4%
AVGO vs P
+26.4%
-19.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.6% | +1.3% | +2.5% |
| 7D | -0.3% | +7.8% | -8.2% | -2.6% |
| 30D | -13.8% | +12.3% | -26.2% | -18.0% |
| 3M | -6.9% | +37.1% | -44.0% | -17.7% |
| 6M | +11.9% | +66.1% | -54.1% | -8.8% |
| YTD | +6.9% | +50.9% | -44.1% | -10.8% |
| 1Y | +7.4% | +27.2% | -19.8% | -12.1% |
| All | +7.4% | +26.4% | -19.0% | -12.1% |
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