+2,660.6%
AVGO vs ADI
+631.6%
+2,029.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.8% | -2.0% | -2.7% |
| 7D | +18.2% | +9.5% | +8.7% | +10.6% |
| 30D | +0.2% | -1.4% | +1.6% | +1.5% |
| 3M | -16.8% | +4.7% | -21.5% | -19.7% |
| 6M | -16.5% | -7.4% | -9.0% | -12.3% |
| YTD | +0.8% | +48.1% | -47.2% | -27.1% |
| 1Y | +2.8% | +69.6% | -66.8% | -33.0% |
| 3Y | +278.5% | +144.4% | +134.2% | +79.8% |
| 5Y | +573.1% | +134.1% | +438.9% | +224.3% |
| All | +2,660.6% | +631.6% | +2,029.0% | +484.7% |
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