-7.6%
AVGO vs Q
+75.8%
-83.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.2% | +5.1% | +4.4% |
| 7D | 0.0% | +4.0% | -4.0% | -1.6% |
| 30D | -8.2% | -2.3% | -5.8% | -7.3% |
| 3M | -21.3% | -7.9% | -13.3% | -18.9% |
| 6M | -22.5% | -16.0% | -6.6% | -18.3% |
| YTD | -3.6% | +51.7% | -55.3% | -18.7% |
| 1Y | -6.7% | +28.3% | -35.0% | -20.5% |
| All | -7.6% | +75.8% | -83.5% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 5y: compounded portfolio wealth divided by compounded Q 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…
5y analysis · Full analysis span regression · 6 months rolling