+2,755.4%
AVGO vs ALLY
+178.4%
+2,577.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.3% | +6.3% | +4.2% |
| 7D | -0.3% | +1.0% | -1.3% | -0.8% |
| 30D | -13.8% | -3.3% | -10.5% | -12.9% |
| 3M | -6.9% | +0.5% | -7.4% | -7.3% |
| 6M | +11.9% | +12.6% | -0.7% | +6.2% |
| YTD | +6.9% | -4.7% | +11.6% | +7.6% |
| 1Y | +7.4% | +5.2% | +2.2% | +3.7% |
| 3Y | +345.6% | +66.5% | +279.1% | +251.6% |
| 5Y | +718.9% | +0.2% | +718.6% | +651.9% |
| 10Y | +2,755.4% | +180.8% | +2,574.6% | +1,784.3% |
| All | +2,755.4% | +178.4% | +2,577.0% | +1,784.3% |
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