+32,043.9%
AVGO vs BEN
+124.0%
+31,919.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.8% | +6.1% |
| 7D | +25.0% | +11.3% | +13.7% | +18.7% |
| 30D | +2.0% | +15.0% | -13.0% | -4.6% |
| 3M | -12.3% | +7.8% | -20.1% | -15.5% |
| 6M | -12.8% | +15.5% | -28.3% | -19.4% |
| YTD | +5.9% | +55.4% | -49.5% | -16.1% |
| 1Y | +3.3% | +63.3% | -59.9% | -20.2% |
| 3Y | +293.1% | +83.4% | +209.7% | +176.2% |
| 5Y | +606.7% | +28.1% | +578.6% | +482.5% |
| 10Y | +2,733.6% | +59.1% | +2,674.5% | +1,778.2% |
| All | +32,043.9% | +124.0% | +31,919.9% | +16,771.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling