+17.8%
AVGO vs SPMO
+29.9%
-12.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -1.8% |
| 7D | -3.0% | +2.0% | -5.0% | -5.5% |
| 30D | -14.4% | -0.4% | -14.1% | -14.1% |
| 3M | -14.4% | -1.9% | -12.5% | -13.3% |
| 6M | +13.1% | +25.0% | -11.9% | -24.0% |
| YTD | +3.8% | +26.0% | -22.2% | -31.3% |
| 1Y | +17.8% | +28.7% | -10.9% | -23.5% |
| All | +17.8% | +29.9% | -12.1% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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