+345.6%
AVGO vs STX
+1,424.0%
-1,078.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.5% | -3.5% | +0.5% |
| 7D | -0.3% | +10.7% | -11.0% | -4.2% |
| 30D | -13.8% | +11.3% | -25.1% | -18.1% |
| 3M | -6.9% | +3.2% | -10.1% | -10.9% |
| 6M | +11.9% | +157.0% | -145.0% | -28.0% |
| YTD | +6.9% | +229.2% | -222.3% | -42.1% |
| 1Y | +7.4% | +381.8% | -374.4% | -54.7% |
| 3Y | +345.6% | +1,383.2% | -1,037.6% | -11.1% |
| All | +345.6% | +1,424.0% | -1,078.4% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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