+718.9%
AVGO vs BAC
+71.7%
+647.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.4% | +3.2% |
| 7D | -0.3% | +1.2% | -1.5% | -0.8% |
| 30D | -13.8% | -0.7% | -13.1% | -13.7% |
| 3M | -6.9% | +16.9% | -23.9% | -13.4% |
| 6M | +11.9% | +29.6% | -17.7% | -1.0% |
| YTD | +6.9% | +15.3% | -8.4% | -0.5% |
| 1Y | +7.4% | +28.8% | -21.4% | -5.3% |
| 3Y | +345.6% | +136.4% | +209.2% | +190.8% |
| 5Y | +718.9% | +72.9% | +646.0% | +521.5% |
| All | +718.9% | +71.7% | +647.2% | +521.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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