-6.8%
AVGO vs S
+36.5%
-43.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.6% | -3.6% | -2.1% |
| 7D | -7.5% | -8.2% | +0.7% | -6.9% |
| 30D | -10.2% | -7.6% | -2.6% | -9.8% |
| 3M | -22.0% | +12.0% | -34.0% | -22.4% |
| 6M | -21.6% | +50.6% | -72.2% | -23.9% |
| YTD | -5.4% | +56.6% | -62.0% | -8.7% |
| 1Y | -6.8% | +39.2% | -46.1% | -10.7% |
| All | -6.8% | +36.5% | -43.3% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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