+2,856.4%
AVGO vs ACN
+86.3%
+2,770.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.3% |
| 7D | -0.8% | -6.3% | +5.6% | +2.2% |
| 30D | -13.7% | -1.4% | -12.4% | -13.7% |
| 3M | -6.9% | +2.6% | -9.5% | -11.5% |
| 6M | +5.8% | -14.3% | +20.1% | +9.9% |
| YTD | +5.7% | -33.1% | +38.8% | +26.0% |
| 1Y | +9.0% | -28.8% | +37.8% | +22.4% |
| 3Y | +340.5% | -43.0% | +383.5% | +454.3% |
| 5Y | +711.1% | -44.0% | +755.1% | +917.3% |
| 10Y | +2,856.4% | +88.5% | +2,767.9% | +1,554.7% |
| All | +2,856.4% | +86.3% | +2,770.1% | +1,554.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 10y: compounded portfolio wealth divided by compounded ACN 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…
10y analysis · Full analysis span regression · 6 months rolling