+25,809.4%
AVGO vs BAC
+276.0%
+25,533.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +1.0% |
| 7D | -9.9% | -1.2% | -8.8% | -9.4% |
| 30D | -22.0% | -7.7% | -14.3% | -19.3% |
| 3M | -30.0% | -21.2% | -8.9% | -22.7% |
| 6M | -30.7% | -6.8% | -23.9% | -29.1% |
| YTD | -14.7% | -8.7% | -6.0% | -12.1% |
| 1Y | -16.8% | -5.3% | -11.5% | -15.6% |
| 3Y | +244.4% | +87.4% | +157.0% | +156.4% |
| 5Y | +474.0% | +18.9% | +455.1% | +410.3% |
| 10Y | +2,122.6% | +273.3% | +1,849.3% | +1,058.7% |
| All | +25,809.4% | +276.0% | +25,533.4% | +11,950.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling