+31,416.6%
AVGO vs BIL
+24.9%
+31,391.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -14.4% |
| 3M | -14.4% | +0.9% | -15.4% | -14.4% |
| 6M | +13.1% | +1.8% | +11.3% | +12.8% |
| YTD | +3.8% | +2.4% | +1.3% | +3.2% |
| 1Y | +17.8% | +3.7% | +14.1% | +16.2% |
| 3Y | +325.3% | +14.2% | +311.1% | +294.0% |
| 5Y | +689.9% | +19.4% | +670.5% | +635.4% |
| 10Y | +2,597.0% | +25.2% | +2,571.8% | +2,445.1% |
| All | +31,416.6% | +24.9% | +31,391.7% | +29,747.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling