+30,355.4%
AVGO vs ACN
+898.0%
+29,457.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.9% | +5.9% | +4.9% |
| 7D | +6.1% | -4.0% | +10.1% | +8.0% |
| 30D | -2.7% | +19.0% | -21.7% | -12.1% |
| 3M | -16.9% | +42.2% | -59.1% | -33.6% |
| 6M | -19.1% | +50.1% | -69.3% | -40.3% |
| YTD | +0.3% | -2.7% | +3.0% | -5.7% |
| 1Y | -1.2% | +7.6% | -8.8% | -13.9% |
| 3Y | +272.4% | -15.9% | +288.3% | +267.0% |
| 5Y | +579.0% | -24.4% | +603.4% | +611.1% |
| 10Y | +2,584.7% | +151.4% | +2,433.4% | +1,115.4% |
| All | +30,355.4% | +898.0% | +29,457.4% | +6,098.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling