+1,797.5%
AVGO vs BE
+926.7%
+870.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.9% | +0.2% | -4.0% |
| 7D | +18.2% | +10.8% | +7.3% | +16.1% |
| 30D | +0.2% | -19.8% | +20.0% | +3.4% |
| 3M | -16.8% | -18.7% | +1.9% | -14.8% |
| 6M | -16.5% | -33.7% | +17.3% | -13.6% |
| YTD | +0.8% | +121.0% | -120.1% | -15.8% |
| 1Y | +2.8% | +85.4% | -82.6% | -12.4% |
| 3Y | +278.5% | +1,709.5% | -1,431.0% | +113.4% |
| 5Y | +573.1% | +462.2% | +110.9% | +323.0% |
| All | +1,797.5% | +926.7% | +870.8% | +748.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BE.
Daily Out/Under-Performance
Portfolio return minus BE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BE 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 BE 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