+474.0%
AVGO vs BIL
+19.4%
+454.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -9.9% | -0.3% | -9.7% | -9.5% |
| 30D | -22.0% | 0.0% | -22.0% | -21.9% |
| 3M | -30.0% | +0.3% | -30.4% | -29.5% |
| 6M | -30.7% | +1.2% | -32.0% | -30.2% |
| YTD | -14.7% | +2.5% | -17.1% | -15.2% |
| 1Y | -16.8% | +3.0% | -19.8% | -18.0% |
| 3Y | +244.4% | +13.2% | +231.3% | +121.8% |
| All | +474.0% | +19.4% | +454.6% | +159.4% |
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