+718.9%
AVGO vs BN
+35.3%
+683.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.6% | +5.6% | +4.6% |
| 7D | -0.3% | -1.2% | +0.9% | +0.3% |
| 30D | -13.8% | -10.9% | -2.9% | -7.5% |
| 3M | -6.9% | -11.1% | +4.2% | -0.2% |
| 6M | +11.9% | -4.4% | +16.3% | +14.0% |
| YTD | +6.9% | -14.1% | +21.0% | +15.6% |
| 1Y | +7.4% | -11.1% | +18.5% | +13.5% |
| 3Y | +345.6% | +75.6% | +270.0% | +208.8% |
| 5Y | +718.9% | +35.8% | +683.1% | +557.8% |
| All | +718.9% | +35.3% | +683.6% | +557.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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