+30,355.4%
AVGO vs BLDR
+972.7%
+29,382.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.9% | +4.9% | +4.2% |
| 7D | +6.1% | -10.3% | +16.4% | +8.5% |
| 30D | -2.7% | +19.6% | -22.2% | -6.8% |
| 3M | -16.9% | -17.0% | +0.1% | -14.6% |
| 6M | -19.1% | -16.7% | -2.4% | -17.6% |
| YTD | +0.3% | -39.4% | +39.7% | +8.0% |
| 1Y | -1.2% | -41.7% | +40.5% | +7.0% |
| 3Y | +272.4% | -49.9% | +322.3% | +304.0% |
| 5Y | +579.0% | -7.6% | +586.6% | +535.0% |
| 10Y | +2,584.7% | +502.3% | +2,082.4% | +1,580.4% |
| All | +30,355.4% | +972.7% | +29,382.7% | +13,997.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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