+28,084.6%
AVGO vs BN
+1,163.5%
+26,921.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.8% | +4.9% | +6.5% |
| 7D | -0.9% | +3.6% | -4.5% | -3.0% |
| 30D | -11.6% | +15.9% | -27.5% | -19.4% |
| 3M | -25.2% | -2.3% | -22.8% | -24.4% |
| 6M | -25.4% | -8.4% | -17.0% | -22.1% |
| YTD | -7.2% | -5.9% | -1.3% | -5.5% |
| 1Y | -7.9% | -5.6% | -2.3% | -6.3% |
| 3Y | +262.1% | +104.2% | +157.9% | +131.5% |
| 5Y | +525.7% | +35.5% | +490.2% | +396.1% |
| 10Y | +2,300.3% | +285.2% | +2,015.1% | +876.7% |
| All | +28,084.6% | +1,163.5% | +26,921.1% | +5,344.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling