+31,416.6%
AVGO vs BN
+1,083.1%
+30,333.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -3.0% | -2.5% | -0.5% | -1.6% |
| 30D | -14.4% | -9.5% | -4.9% | -9.2% |
| 3M | -14.4% | -10.4% | -4.0% | -8.8% |
| 6M | +13.1% | -6.4% | +19.5% | +16.7% |
| YTD | +3.8% | -11.9% | +15.7% | +10.3% |
| 1Y | +17.8% | -8.6% | +26.4% | +22.5% |
| 3Y | +325.3% | +77.6% | +247.7% | +194.5% |
| 5Y | +689.9% | +37.0% | +652.9% | +523.6% |
| 10Y | +2,597.0% | +266.4% | +2,330.6% | +1,033.9% |
| All | +31,416.6% | +1,083.1% | +30,333.5% | +6,255.2% |
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