+2,481.8%
AVGO vs ACN
+155.2%
+2,326.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.6% | +2.3% | +3.2% |
| 7D | 0.0% | +1.6% | -1.6% | -0.9% |
| 30D | -8.2% | +24.6% | -32.8% | -17.7% |
| 3M | -21.3% | +46.2% | -67.5% | -36.2% |
| 6M | -22.5% | +46.2% | -68.7% | -39.5% |
| YTD | -3.6% | -0.9% | -2.7% | -6.7% |
| 1Y | -6.7% | +8.8% | -15.4% | -16.0% |
| 3Y | +258.1% | -14.3% | +272.4% | +262.6% |
| 5Y | +560.9% | -22.6% | +583.5% | +610.7% |
| All | +2,481.8% | +155.2% | +2,326.6% | +1,042.1% |
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