+31,987.2%
AVGO vs AU
+254.4%
+31,732.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.8% | -1.2% |
| 7D | -0.8% | +0.6% | -1.4% | -0.9% |
| 30D | -13.7% | +12.3% | -26.0% | -14.7% |
| 3M | -6.9% | +29.4% | -36.3% | -9.2% |
| 6M | +5.8% | +3.2% | +2.6% | +4.8% |
| YTD | +5.7% | +31.8% | -26.1% | +2.5% |
| 1Y | +9.0% | +83.4% | -74.4% | +3.1% |
| 3Y | +340.5% | +623.1% | -282.6% | +276.4% |
| 5Y | +711.1% | +700.5% | +10.6% | +580.2% |
| 10Y | +2,856.4% | +717.6% | +2,138.8% | +2,331.2% |
| All | +31,987.2% | +254.4% | +31,732.9% | +29,457.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling