+276.6%
AVGO vs RACE
+26.1%
+250.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +6.1% | -3.9% | +9.9% | +7.3% |
| 30D | -2.7% | +6.8% | -9.5% | -4.4% |
| 3M | -16.9% | +1.3% | -18.2% | -17.3% |
| 6M | -19.1% | +26.3% | -45.4% | -24.6% |
| YTD | +0.3% | +13.8% | -13.5% | -4.3% |
| 1Y | -1.2% | -0.5% | -0.7% | -1.5% |
| All | +276.6% | +26.1% | +250.5% | +233.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling