+25.6%
QQQ vs AVGO
+18.2%
+7.4%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVGO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +0.4% | -3.0% | +3.3% | +1.1% |
| 30D | +0.2% | -14.4% | +14.7% | +4.3% |
| 3M | -2.8% | -14.4% | +11.6% | +0.6% |
| 6M | +18.0% | +13.1% | +4.9% | +13.6% |
| YTD | +17.3% | +3.8% | +13.5% | +14.8% |
| 1Y | +25.6% | +17.8% | +7.8% | +22.2% |
| All | +25.6% | +18.2% | +7.4% | +22.2% |
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