+31,416.6%
AVGO vs BEN
+114.8%
+31,301.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.3% | -1.5% |
| 7D | -3.0% | +0.2% | -3.2% | -3.2% |
| 30D | -14.4% | -0.5% | -13.9% | -14.4% |
| 3M | -14.4% | +9.7% | -24.2% | -18.5% |
| 6M | +13.1% | +33.9% | -20.8% | -3.2% |
| YTD | +3.8% | +49.0% | -45.2% | -16.1% |
| 1Y | +17.8% | +42.1% | -24.3% | -3.1% |
| 3Y | +325.3% | +51.9% | +273.4% | +227.2% |
| 5Y | +689.9% | +39.0% | +650.9% | +519.2% |
| 10Y | +2,597.0% | +57.9% | +2,539.1% | +1,670.0% |
| All | +31,416.6% | +114.8% | +31,301.8% | +16,774.0% |
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