+31,987.2%
AVGO vs BTG
+899.5%
+31,087.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.3% |
| 7D | -0.8% | +2.4% | -3.2% | -1.0% |
| 30D | -13.7% | +9.5% | -23.2% | -14.6% |
| 3M | -6.9% | +38.5% | -45.4% | -10.1% |
| 6M | +5.8% | +5.6% | +0.1% | +4.5% |
| YTD | +5.7% | +23.9% | -18.3% | +2.4% |
| 1Y | +9.0% | +32.1% | -23.1% | +4.9% |
| 3Y | +340.5% | +103.2% | +237.3% | +303.6% |
| 5Y | +711.1% | +79.7% | +631.3% | +643.4% |
| 10Y | +2,856.4% | +159.1% | +2,697.3% | +2,471.8% |
| All | +31,987.2% | +899.5% | +31,087.7% | +20,294.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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