+2,755.4%
AVGO vs BIL
+25.3%
+2,730.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | -0.3% | +0.1% | -0.4% | -0.2% |
| 30D | -13.8% | +0.3% | -14.1% | -13.6% |
| 3M | -6.9% | +0.9% | -7.8% | -6.2% |
| 6M | +11.9% | +1.8% | +10.1% | +13.1% |
| YTD | +6.9% | +2.5% | +4.4% | +7.9% |
| 1Y | +7.4% | +3.7% | +3.7% | +8.0% |
| 3Y | +345.6% | +14.1% | +331.5% | +322.4% |
| 5Y | +718.9% | +19.4% | +699.5% | +720.2% |
| 10Y | +2,755.4% | +25.3% | +2,730.1% | +3,428.9% |
| All | +2,755.4% | +25.3% | +2,730.1% | +3,428.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling