+339.7%
AVGO vs TRGP
+261.7%
+78.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.8% |
| 7D | -0.8% | -0.7% | -0.1% | -0.6% |
| 30D | -13.7% | +9.5% | -23.2% | -16.3% |
| 3M | -6.9% | +10.8% | -17.8% | -10.6% |
| 6M | +5.8% | +25.3% | -19.6% | -3.8% |
| YTD | +5.7% | +60.3% | -54.6% | -13.6% |
| 1Y | +9.0% | +84.6% | -75.5% | -17.0% |
| All | +339.7% | +261.7% | +78.0% | +192.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling