+718.9%
AVGO vs B
+154.3%
+564.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.5% | +4.4% | +3.3% |
| 7D | -0.3% | +2.3% | -2.6% | -0.8% |
| 30D | -13.8% | +1.4% | -15.2% | -14.3% |
| 3M | -6.9% | +12.2% | -19.1% | -9.7% |
| 6M | +11.9% | -2.1% | +14.1% | +11.2% |
| YTD | +6.9% | +2.9% | +3.9% | +4.3% |
| 1Y | +7.4% | +55.3% | -47.9% | -4.0% |
| 3Y | +345.6% | +198.7% | +146.9% | +251.1% |
| 5Y | +718.9% | +153.8% | +565.1% | +532.2% |
| All | +718.9% | +154.3% | +564.6% | +532.2% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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