+258.1%
AVGO vs ADI
+143.5%
+114.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.3% | +4.1% |
| 7D | 0.0% | -6.3% | +6.3% | +4.6% |
| 30D | -8.2% | -3.2% | -5.0% | -6.0% |
| 3M | -21.3% | +2.8% | -24.0% | -22.7% |
| 6M | -22.5% | -5.0% | -17.5% | -20.4% |
| YTD | -3.6% | +46.3% | -49.9% | -27.7% |
| 1Y | -6.7% | +71.6% | -78.3% | -37.8% |
| 3Y | +258.1% | +139.2% | +119.0% | +65.3% |
| All | +258.1% | +143.5% | +114.7% | +65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling