+29,187.3%
AVGO vs AG
+529.1%
+28,658.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -5.9% | +9.8% | +4.5% |
| 7D | 0.0% | +6.0% | -6.0% | -0.7% |
| 30D | -8.2% | -13.5% | +5.4% | -6.8% |
| 3M | -21.3% | -20.7% | -0.6% | -19.6% |
| 6M | -22.5% | -31.5% | +9.0% | -20.1% |
| YTD | -3.6% | -10.1% | +6.6% | -4.4% |
| 1Y | -6.7% | +26.0% | -32.7% | -10.8% |
| 3Y | +258.1% | +228.9% | +29.3% | +204.7% |
| 5Y | +560.9% | +8.7% | +552.2% | +502.5% |
| 10Y | +2,475.6% | +71.9% | +2,403.7% | +2,033.0% |
| All | +29,187.3% | +529.1% | +28,658.3% | +17,377.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling