+696.9%
AVGO vs AU
+686.2%
+10.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.3% |
| 7D | +1.1% | -4.3% | +5.4% | +1.7% |
| 30D | -13.0% | +7.3% | -20.3% | -14.1% |
| 3M | -6.0% | +26.3% | -32.3% | -9.6% |
| 6M | +6.4% | +1.8% | +4.6% | +4.8% |
| YTD | +5.0% | +26.8% | -21.8% | -0.2% |
| 1Y | +1.4% | +66.7% | -65.3% | -7.1% |
| 3Y | +336.8% | +579.1% | -242.3% | +241.5% |
| All | +696.9% | +686.2% | +10.7% | +496.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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