+570.0%
AVGO vs TGT
-27.7%
+597.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.3% | -5.1% | -4.8% |
| 7D | +18.2% | +2.6% | +15.5% | +17.5% |
| 30D | +0.2% | +4.7% | -4.5% | -0.9% |
| 3M | -16.8% | +4.6% | -21.3% | -17.9% |
| 6M | -16.5% | +34.9% | -51.3% | -22.7% |
| YTD | +0.8% | +70.9% | -70.1% | -12.5% |
| 1Y | +2.8% | +84.4% | -81.5% | -12.7% |
| 3Y | +278.5% | +69.1% | +209.4% | +205.0% |
| All | +570.0% | -27.7% | +597.7% | +650.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling