+31,416.6%
AVGO vs D
+302.2%
+31,114.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.6% |
| 7D | -3.0% | +0.4% | -3.4% | -3.1% |
| 30D | -14.4% | -3.6% | -10.9% | -13.7% |
| 3M | -14.4% | -1.0% | -13.4% | -14.4% |
| 6M | +13.1% | +6.3% | +6.8% | +10.6% |
| YTD | +3.8% | +14.7% | -10.9% | -0.8% |
| 1Y | +17.8% | +16.9% | +0.8% | +11.6% |
| 3Y | +325.3% | +56.8% | +268.5% | +253.4% |
| 5Y | +689.9% | +5.2% | +684.7% | +658.0% |
| 10Y | +2,597.0% | +35.9% | +2,561.1% | +2,109.3% |
| All | +31,416.6% | +302.2% | +31,114.5% | +11,864.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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