+2.8%
AVGO vs TRGP
+76.5%
-73.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.3% | -5.1% | -4.8% |
| 7D | +18.2% | +12.4% | +5.8% | +18.6% |
| 30D | +0.2% | +2.6% | -2.4% | 0.0% |
| 3M | -16.8% | +11.9% | -28.7% | -15.3% |
| 6M | -16.5% | +13.9% | -30.4% | -14.7% |
| YTD | +0.8% | +64.2% | -63.4% | +0.5% |
| 1Y | +2.8% | +78.5% | -75.7% | +0.5% |
| All | +2.8% | +76.5% | -73.7% | +0.5% |
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