+718.9%
AVGO vs AME
+85.0%
+633.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | -0.3% | +2.8% | -3.1% | -2.4% |
| 30D | -13.8% | -6.3% | -7.6% | -9.5% |
| 3M | -6.9% | +5.4% | -12.3% | -10.8% |
| 6M | +11.9% | +7.4% | +4.5% | +5.4% |
| YTD | +6.9% | +16.2% | -9.3% | -6.1% |
| 1Y | +7.4% | +26.8% | -19.4% | -12.8% |
| 3Y | +345.6% | +57.5% | +288.1% | +196.6% |
| 5Y | +718.9% | +84.8% | +634.0% | +371.9% |
| All | +718.9% | +85.0% | +633.9% | +371.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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