+332.9%
AVGO vs STT
+206.4%
+126.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -3.0% | +0.5% | -3.4% | -3.2% |
| 30D | -14.4% | +3.9% | -18.3% | -16.1% |
| 3M | -14.4% | +20.0% | -34.4% | -22.1% |
| 6M | +13.1% | +55.3% | -42.2% | -10.4% |
| YTD | +3.8% | +53.3% | -49.5% | -17.8% |
| 1Y | +17.8% | +74.7% | -56.9% | -13.2% |
| All | +332.9% | +206.4% | +126.5% | +143.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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