+2,584.7%
AVGO vs ADM
+118.6%
+2,466.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.3% | +1.7% | +3.3% |
| 7D | +6.1% | +0.1% | +6.0% | +6.0% |
| 30D | -2.7% | -11.8% | +9.1% | +0.7% |
| 3M | -16.9% | -11.3% | -5.6% | -14.3% |
| 6M | -19.1% | -10.0% | -9.1% | -17.3% |
| YTD | +0.3% | +25.9% | -25.6% | -8.8% |
| 1Y | -1.2% | +26.7% | -27.8% | -10.6% |
| 3Y | +272.4% | +8.1% | +264.3% | +242.9% |
| 5Y | +579.0% | +23.5% | +555.5% | +453.6% |
| 10Y | +2,584.7% | +128.2% | +2,456.5% | +1,465.5% |
| All | +2,584.7% | +118.6% | +2,466.2% | +1,465.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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