+2,798.6%
AVGO vs ADI
+652.4%
+2,146.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.1% | +5.5% | +5.5% |
| 7D | +25.0% | +13.4% | +11.6% | +13.9% |
| 30D | +2.0% | -1.3% | +3.3% | +3.1% |
| 3M | -12.3% | +6.8% | -19.1% | -16.6% |
| 6M | -12.8% | -1.9% | -10.9% | -12.5% |
| YTD | +5.9% | +52.3% | -46.4% | -25.1% |
| 1Y | +3.3% | +71.6% | -68.3% | -33.3% |
| 3Y | +293.1% | +148.9% | +144.2% | +84.1% |
| 5Y | +606.7% | +140.8% | +465.9% | +233.3% |
| All | +2,798.6% | +652.4% | +2,146.2% | +500.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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