+711.1%
AVGO vs ADI
+143.1%
+568.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.5% |
| 7D | -0.8% | +2.6% | -3.4% | -2.6% |
| 30D | -13.7% | -4.6% | -9.1% | -10.9% |
| 3M | -6.9% | -9.5% | +2.6% | -0.7% |
| 6M | +5.8% | +14.8% | -9.1% | -5.8% |
| YTD | +5.7% | +35.8% | -30.1% | -18.0% |
| 1Y | +9.0% | +48.9% | -39.9% | -21.4% |
| 3Y | +340.5% | +115.6% | +225.0% | +130.1% |
| 5Y | +711.1% | +135.1% | +576.0% | +284.2% |
| All | +711.1% | +143.1% | +568.0% | +284.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling