+332.9%
AVGO vs SO
+46.3%
+286.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +1.0% | -0.3% |
| 7D | -3.0% | -0.2% | -2.8% | -3.0% |
| 30D | -14.4% | -4.6% | -9.9% | -16.8% |
| 3M | -14.4% | -3.0% | -11.4% | -15.6% |
| 6M | +13.1% | -8.3% | +21.4% | +8.4% |
| YTD | +3.8% | +3.5% | +0.3% | +7.1% |
| 1Y | +17.8% | -0.9% | +18.7% | +19.0% |
| All | +332.9% | +46.3% | +286.7% | +405.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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