+345.6%
AVGO vs BEN
+56.8%
+288.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.1% |
| 7D | -0.3% | +4.7% | -5.0% | -2.0% |
| 30D | -13.8% | +2.6% | -16.4% | -14.7% |
| 3M | -6.9% | +11.5% | -18.4% | -10.8% |
| 6M | +11.9% | +35.3% | -23.4% | -1.3% |
| YTD | +6.9% | +48.6% | -41.8% | -9.4% |
| 1Y | +7.4% | +46.7% | -39.3% | -8.8% |
| 3Y | +345.6% | +57.0% | +288.6% | +254.4% |
| All | +345.6% | +56.8% | +288.7% | +254.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling