+244.4%
AVGO vs RSP
+60.0%
+184.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.3% |
| 7D | -9.9% | -1.0% | -8.9% | -8.4% |
| 30D | -22.0% | +2.6% | -24.6% | -24.6% |
| 3M | -30.0% | -0.8% | -29.3% | -29.3% |
| 6M | -30.7% | +6.3% | -37.0% | -36.7% |
| YTD | -14.7% | +14.1% | -28.8% | -29.8% |
| 1Y | -16.8% | +18.0% | -34.8% | -34.8% |
| 3Y | +244.4% | +61.0% | +183.4% | +79.4% |
| All | +244.4% | +60.0% | +184.4% | +79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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