+25,809.4%
AVGO vs ACWI
+453.4%
+25,356.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.8% |
| 7D | -9.9% | -2.4% | -7.6% | -6.8% |
| 30D | -22.0% | -5.2% | -16.8% | -15.8% |
| 3M | -30.0% | -4.8% | -25.2% | -24.8% |
| 6M | -30.7% | -1.3% | -29.4% | -28.5% |
| YTD | -14.7% | +8.4% | -23.1% | -21.8% |
| 1Y | -16.8% | +11.0% | -27.8% | -25.8% |
| 3Y | +244.4% | +70.6% | +173.9% | +88.3% |
| 5Y | +474.0% | +55.3% | +418.7% | +258.4% |
| 10Y | +2,122.6% | +223.2% | +1,899.4% | +528.3% |
| All | +25,809.4% | +453.4% | +25,356.0% | +4,346.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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