-6.8%
AVGO vs SOLS
+37.2%
-44.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.5% | +4.5% | -0.3% |
| 7D | -7.5% | -8.8% | +1.3% | -5.3% |
| 30D | -10.2% | -0.6% | -9.6% | -9.9% |
| 3M | -22.0% | -9.0% | -13.0% | -20.3% |
| 6M | -21.6% | -28.7% | +7.1% | -15.9% |
| YTD | -5.4% | +19.2% | -24.6% | -7.9% |
| 1Y | -6.8% | +32.6% | -39.4% | -11.3% |
| All | -6.8% | +37.2% | -44.0% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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