+31,416.6%
AVGO vs ADI
+1,827.7%
+29,588.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -1.0% |
| 7D | -3.0% | +0.4% | -3.4% | -3.3% |
| 30D | -14.4% | -3.8% | -10.6% | -12.1% |
| 3M | -14.4% | -15.3% | +0.8% | -3.3% |
| 6M | +13.1% | +6.7% | +6.4% | +5.5% |
| YTD | +3.8% | +34.8% | -31.0% | -20.2% |
| 1Y | +17.8% | +49.0% | -31.3% | -16.6% |
| 3Y | +325.3% | +108.1% | +217.2% | +124.2% |
| 5Y | +689.9% | +142.4% | +547.5% | +261.0% |
| 10Y | +2,597.0% | +589.9% | +2,007.1% | +407.5% |
| All | +31,416.6% | +1,827.7% | +29,588.9% | +2,520.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling