+30,513.3%
AVGO vs AGI
+246.7%
+30,266.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -4.7% |
| 7D | +18.2% | -10.1% | +28.3% | +19.1% |
| 30D | +0.2% | -6.5% | +6.8% | +0.6% |
| 3M | -16.8% | -12.8% | -4.0% | -16.2% |
| 6M | -16.5% | -34.3% | +17.8% | -14.2% |
| YTD | +0.8% | -25.6% | +26.4% | +2.2% |
| 1Y | +2.8% | -14.2% | +17.1% | +3.1% |
| 3Y | +278.5% | +127.3% | +151.3% | +254.7% |
| 5Y | +573.1% | +241.8% | +331.3% | +511.6% |
| 10Y | +2,598.7% | +381.8% | +2,216.9% | +2,252.3% |
| All | +30,513.3% | +246.7% | +30,266.6% | +23,074.4% |
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