-6.8%
AVGO vs TGT
+86.7%
-93.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.6% | -7.6% | -1.2% |
| 7D | -7.5% | +9.5% | -17.0% | -6.4% |
| 30D | -10.2% | +6.6% | -16.8% | -9.3% |
| 3M | -22.0% | +11.0% | -33.0% | -20.8% |
| 6M | -21.6% | +29.9% | -51.4% | -19.9% |
| YTD | -5.4% | +71.4% | -76.9% | +1.6% |
| 1Y | -6.8% | +88.6% | -95.4% | +3.3% |
| All | -6.8% | +86.7% | -93.6% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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