+258.1%
AVGO vs TECH
+29.9%
+228.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | 0.0% | +0.2% | -0.3% | -0.1% |
| 30D | -8.2% | +0.5% | -8.7% | -8.3% |
| 3M | -21.3% | +1.1% | -22.3% | -21.4% |
| 6M | -22.5% | +51.0% | -73.6% | -29.1% |
| YTD | -3.6% | +24.4% | -27.9% | -9.2% |
| 1Y | -6.7% | +27.4% | -34.1% | -12.8% |
| 3Y | +258.1% | +28.5% | +229.7% | +213.7% |
| All | +258.1% | +29.9% | +228.2% | +213.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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