+2,761.7%
AVGO vs ADI
+634.8%
+2,127.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | +0.1% | -0.2% |
| 7D | +1.0% | +1.3% | -0.3% | 0.0% |
| 30D | -13.3% | -6.0% | -7.3% | -9.4% |
| 3M | -2.9% | -7.7% | +4.8% | +2.4% |
| 6M | +5.7% | +14.0% | -8.3% | -5.7% |
| YTD | +4.6% | +34.4% | -29.8% | -18.7% |
| 1Y | -1.6% | +48.0% | -49.6% | -29.2% |
| 3Y | +336.2% | +113.3% | +222.9% | +129.6% |
| 5Y | +695.6% | +131.1% | +564.6% | +285.7% |
| All | +2,761.7% | +634.8% | +2,127.0% | +509.9% |
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