+474.0%
AVGO vs AG
+12.9%
+461.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.4% |
| 7D | -9.9% | +6.3% | -16.2% | -10.9% |
| 30D | -22.0% | -8.9% | -13.0% | -20.8% |
| 3M | -30.0% | -12.2% | -17.8% | -29.0% |
| 6M | -30.7% | -28.3% | -2.4% | -27.8% |
| YTD | -14.7% | -8.8% | -5.9% | -16.8% |
| 1Y | -16.8% | +39.4% | -56.1% | -25.0% |
| 3Y | +244.4% | +229.4% | +15.0% | +156.8% |
| All | +474.0% | +12.9% | +461.1% | +415.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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