+1,789.3%
AVGO vs SPOT
+227.0%
+1,562.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +1.1% |
| 7D | -3.0% | -0.9% | -2.0% | -2.7% |
| 30D | -14.4% | +12.5% | -26.9% | -17.7% |
| 3M | -14.4% | +9.9% | -24.3% | -17.5% |
| 6M | +13.1% | +1.6% | +11.6% | +10.3% |
| YTD | +3.8% | -6.6% | +10.4% | +2.8% |
| 1Y | +17.8% | -22.9% | +40.7% | +23.5% |
| 3Y | +325.3% | +244.3% | +81.0% | +179.8% |
| 5Y | +689.9% | +117.8% | +572.1% | +450.8% |
| All | +1,789.3% | +227.0% | +1,562.4% | +907.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling