+695.6%
AVGO vs BR
+7.7%
+688.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +1.0% | -6.0% | +7.0% | +3.1% |
| 30D | -13.3% | -0.9% | -12.4% | -13.2% |
| 3M | -2.9% | +16.4% | -19.3% | -8.8% |
| 6M | +5.7% | -8.2% | +13.9% | +9.1% |
| YTD | +4.6% | -23.2% | +27.9% | +17.1% |
| 1Y | -1.6% | -30.9% | +29.3% | +15.8% |
| 3Y | +336.2% | -5.0% | +341.2% | +321.2% |
| 5Y | +695.6% | +8.8% | +686.9% | +562.6% |
| All | +695.6% | +7.7% | +688.0% | +562.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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