+32,355.3%
AVGO vs BR
+1,277.6%
+31,077.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.5% | +5.4% | +4.3% |
| 7D | -0.3% | -5.9% | +5.6% | +2.8% |
| 30D | -13.8% | +1.9% | -15.7% | -15.1% |
| 3M | -6.9% | +14.7% | -21.6% | -14.9% |
| 6M | +11.9% | -12.8% | +24.7% | +18.0% |
| YTD | +6.9% | -23.0% | +29.9% | +20.2% |
| 1Y | +7.4% | -31.7% | +39.1% | +28.8% |
| 3Y | +345.6% | -4.8% | +350.3% | +328.9% |
| 5Y | +718.9% | +7.8% | +711.1% | +613.4% |
| 10Y | +2,755.4% | +184.1% | +2,571.3% | +1,187.3% |
| All | +32,355.3% | +1,277.6% | +31,077.8% | +6,124.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling