+9.0%
AVGO vs T
-8.9%
+17.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.6% | -1.9% |
| 7D | -0.8% | -3.1% | +2.3% | -2.1% |
| 30D | -13.7% | +4.6% | -18.3% | -12.0% |
| 3M | -6.9% | +12.2% | -19.2% | -1.7% |
| 6M | +5.8% | -6.5% | +12.2% | +3.7% |
| YTD | +5.7% | +4.9% | +0.8% | +9.5% |
| 1Y | +9.0% | -10.5% | +19.5% | +7.3% |
| All | +9.0% | -8.9% | +17.9% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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