+4.3%
AVGO vs RACE
-14.3%
+18.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.3% |
| 7D | -3.0% | -2.5% | -0.4% | -2.9% |
| 30D | -14.4% | +0.8% | -15.2% | -14.4% |
| 3M | -14.4% | +17.2% | -31.6% | -14.8% |
| 6M | +13.1% | +13.6% | -0.5% | +11.2% |
| YTD | +3.8% | +12.2% | -8.4% | +2.0% |
| All | +4.3% | -14.3% | +18.6% | +0.8% |
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