+31,674.6%
AVGO vs BNY
+706.6%
+30,968.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +1.0% | -1.1% | +2.1% | +1.6% |
| 30D | -13.3% | +1.4% | -14.7% | -14.1% |
| 3M | -2.9% | +16.8% | -19.7% | -11.0% |
| 6M | +5.7% | +42.0% | -36.3% | -12.9% |
| YTD | +4.6% | +41.9% | -37.3% | -14.2% |
| 1Y | -1.6% | +59.2% | -60.8% | -24.1% |
| 3Y | +336.2% | +290.9% | +45.3% | +107.9% |
| 5Y | +695.6% | +259.0% | +436.6% | +286.9% |
| 10Y | +2,827.6% | +413.0% | +2,414.6% | +981.3% |
| All | +31,674.6% | +706.6% | +30,968.0% | +8,635.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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