+2,475.6%
AVGO vs ALLE
+217.2%
+2,258.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.5% | +4.2% |
| 7D | 0.0% | +0.1% | -0.1% | +0.1% |
| 30D | -8.2% | +25.9% | -34.1% | -18.6% |
| 3M | -21.3% | +14.9% | -36.1% | -27.1% |
| 6M | -22.5% | +42.1% | -64.6% | -36.4% |
| YTD | -3.6% | +20.4% | -23.9% | -14.7% |
| 1Y | -6.7% | +14.9% | -21.5% | -15.4% |
| 3Y | +258.1% | +90.1% | +168.0% | +137.3% |
| 5Y | +560.9% | +53.0% | +507.9% | +387.1% |
| 10Y | +2,475.6% | +208.8% | +2,266.8% | +1,296.0% |
| All | +2,475.6% | +217.2% | +2,258.4% | +1,296.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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