+2,475.6%
AVGO vs ALB
+34.3%
+2,441.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -4.2% | +8.1% | +5.0% |
| 7D | 0.0% | +5.3% | -5.3% | -1.7% |
| 30D | -8.2% | -6.3% | -1.9% | -6.8% |
| 3M | -21.3% | -27.4% | +6.1% | -14.7% |
| 6M | -22.5% | -53.1% | +30.5% | -6.0% |
| YTD | -3.6% | -32.3% | +28.8% | +3.5% |
| 1Y | -6.7% | -7.3% | +0.6% | -8.6% |
| 3Y | +258.1% | -14.9% | +273.1% | +226.5% |
| 5Y | +560.9% | -62.0% | +622.9% | +631.1% |
| 10Y | +2,475.6% | +33.0% | +2,442.6% | +1,615.9% |
| All | +2,475.6% | +34.3% | +2,441.3% | +1,615.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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