+31,416.6%
AVGO vs ACN
+628.8%
+30,787.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.3% | +3.5% | +2.0% |
| 7D | -3.0% | -1.5% | -1.4% | -2.3% |
| 30D | -14.4% | +9.4% | -23.8% | -19.0% |
| 3M | -14.4% | +5.6% | -20.1% | -20.4% |
| 6M | +13.1% | -9.3% | +22.4% | +13.2% |
| YTD | +3.8% | -29.0% | +32.8% | +19.1% |
| 1Y | +17.8% | -24.7% | +42.4% | +27.8% |
| 3Y | +325.3% | -39.8% | +365.1% | +417.8% |
| 5Y | +689.9% | -40.9% | +730.8% | +861.7% |
| 10Y | +2,597.0% | +91.1% | +2,505.9% | +1,347.9% |
| All | +31,416.6% | +628.8% | +30,787.8% | +7,727.0% |
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