+289.3%
INTC vs AVGO
+18.2%
+271.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVGO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.3% | +4.4% |
| 7D | +7.1% | -3.0% | +10.0% | +9.0% |
| 30D | -5.2% | -14.4% | +9.2% | +4.5% |
| 3M | -14.3% | -14.4% | +0.1% | -5.5% |
| 6M | +110.2% | +13.1% | +97.1% | +100.7% |
| YTD | +159.6% | +3.8% | +155.8% | +154.6% |
| 1Y | +289.3% | +17.8% | +271.5% | +285.3% |
| All | +289.3% | +18.2% | +271.1% | +285.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVGO.
Daily Out/Under-Performance
Portfolio return minus AVGO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVGO 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 AVGO 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