+691.7%
AVGO vs BIL
+19.4%
+672.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.0% | +0.1% | -3.0% | -2.9% |
| 30D | -14.4% | +0.3% | -14.8% | -14.2% |
| 3M | -14.4% | +0.9% | -15.4% | -14.0% |
| 6M | +13.1% | +1.8% | +11.3% | +13.2% |
| YTD | +3.8% | +2.4% | +1.3% | +3.0% |
| 1Y | +17.8% | +3.7% | +14.1% | +14.6% |
| 3Y | +325.3% | +14.2% | +311.1% | +172.9% |
| All | +691.7% | +19.4% | +672.3% | +287.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling