+345.6%
AVGO vs RVTY
+16.6%
+329.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.4% | +3.6% |
| 7D | -0.3% | +0.4% | -0.7% | -0.5% |
| 30D | -13.8% | +10.8% | -24.7% | -16.1% |
| 3M | -6.9% | +26.8% | -33.7% | -13.0% |
| 6M | +11.9% | +39.3% | -27.4% | +1.6% |
| YTD | +6.9% | +31.6% | -24.7% | -2.1% |
| 1Y | +7.4% | +47.7% | -40.3% | -4.7% |
| 3Y | +345.6% | +19.9% | +325.6% | +308.0% |
| All | +345.6% | +16.6% | +329.0% | +308.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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