+718.9%
AVGO vs ALL
+117.0%
+601.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.3% | +3.0% |
| 7D | -0.3% | -1.7% | +1.4% | -0.3% |
| 30D | -13.8% | -4.7% | -9.2% | -13.7% |
| 3M | -6.9% | +18.4% | -25.3% | -8.0% |
| 6M | +11.9% | +20.5% | -8.6% | +10.3% |
| YTD | +6.9% | +23.5% | -16.7% | +4.9% |
| 1Y | +7.4% | +29.0% | -21.6% | +4.6% |
| 3Y | +345.6% | +153.7% | +191.9% | +265.9% |
| 5Y | +718.9% | +114.8% | +604.1% | +634.4% |
| All | +718.9% | +117.0% | +601.9% | +634.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 5y: compounded portfolio wealth divided by compounded ALL 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…
5y analysis · Full analysis span regression · 6 months rolling