+31,416.6%
AVGO vs ALL
+1,290.2%
+30,126.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.6% | +0.8% |
| 7D | -3.0% | 0.0% | -3.0% | -3.0% |
| 30D | -14.4% | -1.5% | -12.9% | -14.2% |
| 3M | -14.4% | +23.6% | -38.1% | -23.1% |
| 6M | +13.1% | +22.3% | -9.2% | +1.7% |
| YTD | +3.8% | +26.5% | -22.7% | -8.7% |
| 1Y | +17.8% | +27.0% | -9.2% | +2.4% |
| 3Y | +325.3% | +149.6% | +175.7% | +149.2% |
| 5Y | +689.9% | +118.1% | +571.8% | +377.8% |
| 10Y | +2,597.0% | +369.0% | +2,228.0% | +891.6% |
| All | +31,416.6% | +1,290.2% | +30,126.4% | +6,083.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling