+7.4%
AVGO vs STM
+95.2%
-87.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.2% |
| 7D | -0.3% | +5.2% | -5.5% | -2.1% |
| 30D | -13.8% | -7.4% | -6.5% | -11.6% |
| 3M | -6.9% | -30.6% | +23.7% | +4.0% |
| 6M | +11.9% | +66.4% | -54.4% | -5.2% |
| YTD | +6.9% | +101.1% | -94.3% | -13.9% |
| 1Y | +7.4% | +97.4% | -90.0% | -14.1% |
| All | +7.4% | +95.2% | -87.8% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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