+278.5%
AVGO vs RSP
+65.5%
+213.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -5.0% | -5.0% |
| 7D | +18.2% | +2.4% | +15.8% | +14.5% |
| 30D | +0.2% | +4.3% | -4.1% | -5.2% |
| 3M | -16.8% | -0.3% | -16.5% | -16.4% |
| 6M | -16.5% | +9.8% | -26.3% | -27.0% |
| YTD | +0.8% | +16.8% | -16.0% | -19.6% |
| 1Y | +2.8% | +19.5% | -16.7% | -20.6% |
| 3Y | +278.5% | +65.1% | +213.4% | +86.9% |
| All | +278.5% | +65.5% | +213.1% | +86.9% |
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