+32,355.3%
AVGO vs AGI
+341.3%
+32,014.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.4% | +4.4% | +3.1% |
| 7D | -0.3% | +4.4% | -4.7% | -0.7% |
| 30D | -13.8% | +10.0% | -23.8% | -14.6% |
| 3M | -6.9% | +1.7% | -8.7% | -7.3% |
| 6M | +11.9% | -26.8% | +38.7% | +14.1% |
| YTD | +6.9% | -5.3% | +12.2% | +6.5% |
| 1Y | +7.4% | +11.5% | -4.1% | +5.7% |
| 3Y | +345.6% | +212.9% | +132.6% | +308.3% |
| 5Y | +718.9% | +388.8% | +330.1% | +627.0% |
| 10Y | +2,755.4% | +383.6% | +2,371.8% | +2,377.4% |
| All | +32,355.3% | +341.3% | +32,014.1% | +24,062.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling