+25,809.4%
AVGO vs ALL
+1,264.7%
+24,544.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.5% | +5.2% | +2.5% |
| 7D | -9.9% | -1.9% | -8.0% | -9.3% |
| 30D | -22.0% | +13.8% | -35.8% | -26.3% |
| 3M | -30.0% | -7.0% | -23.0% | -28.6% |
| 6M | -30.7% | +18.0% | -48.8% | -37.1% |
| YTD | -14.7% | +24.2% | -38.9% | -25.0% |
| 1Y | -16.8% | +31.2% | -48.0% | -28.9% |
| 3Y | +244.4% | +107.5% | +136.9% | +121.7% |
| 5Y | +474.0% | +144.8% | +329.2% | +221.2% |
| 10Y | +2,122.6% | +375.8% | +1,746.8% | +701.6% |
| All | +25,809.4% | +1,264.7% | +24,544.7% | +4,983.4% |
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 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