-6.7%
AVGO vs S
+37.8%
-44.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +4.0% |
| 7D | 0.0% | +1.4% | -1.4% | -0.2% |
| 30D | -8.2% | -10.8% | +2.6% | -7.6% |
| 3M | -21.3% | +5.4% | -26.7% | -21.4% |
| 6M | -22.5% | +41.2% | -63.8% | -24.5% |
| YTD | -3.6% | +56.2% | -59.8% | -7.0% |
| 1Y | -6.7% | +36.3% | -43.0% | -10.1% |
| All | -6.7% | +37.8% | -44.5% | -10.1% |
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