+2,475.6%
AVGO vs ALLY
+182.8%
+2,292.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.2% | +6.1% | +4.8% |
| 7D | 0.0% | -0.7% | +0.6% | +0.2% |
| 30D | -8.2% | +1.1% | -9.3% | -8.7% |
| 3M | -21.3% | -13.2% | -8.1% | -17.2% |
| 6M | -22.5% | -13.5% | -9.1% | -18.8% |
| YTD | -3.6% | -14.3% | +10.7% | +0.9% |
| 1Y | -6.7% | -1.1% | -5.5% | -7.6% |
| 3Y | +258.1% | +62.0% | +196.1% | +185.9% |
| 5Y | +560.9% | -9.6% | +570.5% | +532.4% |
| 10Y | +2,475.6% | +176.0% | +2,299.7% | +1,610.5% |
| All | +2,475.6% | +182.8% | +2,292.8% | +1,610.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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