+29,187.3%
AVGO vs BAX
+20.4%
+29,167.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | 0.0% | +3.6% | -3.7% | -1.1% |
| 30D | -8.2% | +8.5% | -16.7% | -10.8% |
| 3M | -21.3% | -4.9% | -16.4% | -20.3% |
| 6M | -22.5% | +47.0% | -69.5% | -33.5% |
| YTD | -3.6% | +38.4% | -42.0% | -16.7% |
| 1Y | -6.7% | +49.1% | -55.8% | -22.1% |
| 3Y | +258.1% | -14.9% | +273.0% | +248.7% |
| 5Y | +560.9% | -63.1% | +624.0% | +825.7% |
| 10Y | +2,475.6% | -35.6% | +2,511.2% | +2,448.5% |
| All | +29,187.3% | +20.4% | +29,167.0% | +19,437.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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