-16.8%
AVGO vs RACE
+3.3%
-20.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.9% |
| 7D | -9.9% | +5.1% | -15.0% | -10.3% |
| 30D | -22.0% | +7.7% | -29.7% | -22.5% |
| 3M | -30.0% | +2.2% | -32.2% | -30.1% |
| 6M | -30.7% | +23.8% | -54.5% | -32.0% |
| YTD | -14.7% | +13.9% | -28.6% | -18.1% |
| 1Y | -16.8% | +3.8% | -20.6% | -24.0% |
| All | -16.8% | +3.3% | -20.0% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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