+335.4%
AVGO vs QSR
+25.0%
+310.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | +1.0% | -4.7% | +5.7% | +1.5% |
| 30D | -13.3% | +4.3% | -17.6% | -13.8% |
| 3M | -2.9% | +5.4% | -8.3% | -3.8% |
| 6M | +5.7% | +8.2% | -2.4% | +4.3% |
| YTD | +4.6% | +14.1% | -9.5% | +2.3% |
| 1Y | -1.6% | +28.1% | -29.8% | -6.5% |
| All | +335.4% | +25.0% | +310.4% | +310.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 3y: compounded portfolio wealth divided by compounded QSR 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…
3y analysis · Full analysis span regression · 6 months rolling