+29,187.3%
AVGO vs A
+1,099.5%
+28,087.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.3% | +5.2% | +4.6% |
| 7D | 0.0% | +1.4% | -1.4% | -0.6% |
| 30D | -8.2% | +4.3% | -12.5% | -10.1% |
| 3M | -21.3% | +19.8% | -41.0% | -29.0% |
| 6M | -22.5% | +54.4% | -76.9% | -40.5% |
| YTD | -3.6% | +31.7% | -35.3% | -19.6% |
| 1Y | -6.7% | +22.4% | -29.1% | -18.9% |
| 3Y | +258.1% | +67.7% | +190.5% | +148.6% |
| 5Y | +560.9% | +15.7% | +545.1% | +456.3% |
| 10Y | +2,475.6% | +308.7% | +2,166.9% | +893.7% |
| All | +29,187.3% | +1,099.5% | +28,087.9% | +5,840.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 all: compounded portfolio wealth divided by compounded A 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…
all analysis · Full analysis span regression · 6 months rolling