+262.1%
AVGO vs SPOT
+255.8%
+6.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.0% | +7.8% | +8.6% |
| 7D | -0.9% | +2.5% | -3.4% | -1.3% |
| 30D | -11.6% | +15.1% | -26.7% | -14.6% |
| 3M | -25.2% | +24.8% | -50.0% | -29.9% |
| 6M | -25.4% | +45.8% | -71.2% | -34.3% |
| YTD | -7.2% | +4.9% | -12.1% | -9.3% |
| 1Y | -7.9% | -1.3% | -6.6% | -7.8% |
| 3Y | +262.1% | +257.7% | +4.4% | +145.6% |
| All | +262.1% | +255.8% | +6.3% | +145.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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