+17.8%
AVGO vs TRGP
+80.7%
-62.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | 0.0% |
| 7D | -3.0% | +0.8% | -3.7% | -2.8% |
| 30D | -14.4% | +11.5% | -25.9% | -12.8% |
| 3M | -14.4% | +9.0% | -23.4% | -12.9% |
| 6M | +13.1% | +20.5% | -7.4% | +15.6% |
| YTD | +3.8% | +59.5% | -55.7% | +6.4% |
| 1Y | +17.8% | +77.9% | -60.1% | +22.2% |
| All | +17.8% | +80.7% | -62.9% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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