+606.7%
AVGO vs ALLE
+52.7%
+554.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.1% | +5.8% |
| 7D | +25.0% | +1.6% | +23.4% | +24.2% |
| 30D | +2.0% | +24.1% | -22.1% | -7.2% |
| 3M | -12.3% | +14.8% | -27.1% | -17.6% |
| 6M | -12.8% | +45.9% | -58.7% | -27.2% |
| YTD | +5.9% | +20.7% | -14.9% | -4.5% |
| 1Y | +3.3% | +14.2% | -10.8% | -3.9% |
| 3Y | +293.1% | +90.7% | +202.4% | +163.9% |
| 5Y | +606.7% | +50.6% | +556.2% | +426.1% |
| All | +606.7% | +52.7% | +554.0% | +426.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling