+17.8%
AVGO vs PSX
+101.0%
-83.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -3.0% | +4.5% | -7.5% | -2.3% |
| 30D | -14.4% | +26.6% | -41.0% | -11.2% |
| 3M | -14.4% | +39.3% | -53.7% | -9.4% |
| 6M | +13.1% | +56.8% | -43.7% | +21.3% |
| YTD | +3.8% | +101.8% | -98.0% | +13.8% |
| 1Y | +17.8% | +99.6% | -81.8% | +27.1% |
| All | +17.8% | +101.0% | -83.3% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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