+2,770.9%
AVGO vs AGI
+392.3%
+2,378.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.3% |
| 7D | +1.1% | -2.7% | +3.9% | +1.4% |
| 30D | -13.0% | +7.2% | -20.2% | -13.7% |
| 3M | -6.0% | +4.3% | -10.2% | -6.6% |
| 6M | +6.4% | -27.1% | +33.5% | +8.8% |
| YTD | +5.0% | -6.6% | +11.6% | +4.7% |
| 1Y | +1.4% | +9.5% | -8.1% | -0.3% |
| 3Y | +336.8% | +208.4% | +128.4% | +298.7% |
| 5Y | +698.2% | +401.6% | +296.6% | +607.3% |
| All | +2,770.9% | +392.3% | +2,378.6% | +2,489.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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