+2,856.4%
AVGO vs ADM
+171.4%
+2,685.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.4% | -3.6% | -1.9% |
| 7D | -0.8% | +1.4% | -2.1% | -1.2% |
| 30D | -13.7% | +8.2% | -21.9% | -15.9% |
| 3M | -6.9% | +8.7% | -15.6% | -9.7% |
| 6M | +5.8% | +29.1% | -23.3% | -3.1% |
| YTD | +5.7% | +53.7% | -48.0% | -8.9% |
| 1Y | +9.0% | +43.2% | -34.2% | -4.3% |
| 3Y | +340.5% | +21.4% | +319.1% | +299.6% |
| 5Y | +711.1% | +67.1% | +644.0% | +492.6% |
| 10Y | +2,856.4% | +176.6% | +2,679.8% | +1,488.6% |
| All | +2,856.4% | +171.4% | +2,685.0% | +1,488.6% |
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