+31,416.6%
AVGO vs AIG
+356.7%
+31,059.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.1% | +0.5% |
| 7D | -3.0% | -0.9% | -2.0% | -2.7% |
| 30D | -14.4% | -4.9% | -9.6% | -13.2% |
| 3M | -14.4% | +4.5% | -18.9% | -16.1% |
| 6M | +13.1% | -1.4% | +14.6% | +12.7% |
| YTD | +3.8% | -9.8% | +13.6% | +5.9% |
| 1Y | +17.8% | -4.5% | +22.3% | +17.1% |
| 3Y | +325.3% | +37.4% | +287.8% | +274.6% |
| 5Y | +689.9% | +55.0% | +635.0% | +562.5% |
| 10Y | +2,597.0% | +63.7% | +2,533.3% | +1,931.9% |
| All | +31,416.6% | +356.7% | +31,059.9% | +19,153.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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