+9.0%
AVGO vs TER
+223.1%
-214.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.1% | -4.3% | -2.0% |
| 7D | -0.8% | +12.4% | -13.1% | -4.2% |
| 30D | -13.7% | +5.1% | -18.9% | -15.3% |
| 3M | -6.9% | +4.0% | -10.9% | -10.2% |
| 6M | +5.8% | +29.5% | -23.8% | -6.6% |
| YTD | +5.7% | +98.5% | -92.8% | -20.3% |
| 1Y | +9.0% | +234.1% | -225.1% | -25.9% |
| All | +9.0% | +223.1% | -214.0% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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