+718.9%
AVGO vs DAR
-8.5%
+727.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.9% | 0.0% | +2.4% |
| 7D | -0.3% | -0.9% | +0.6% | -0.1% |
| 30D | -13.8% | +13.0% | -26.8% | -16.1% |
| 3M | -6.9% | +15.0% | -21.9% | -9.8% |
| 6M | +11.9% | +26.8% | -14.9% | +6.1% |
| YTD | +6.9% | +86.4% | -79.5% | -6.8% |
| 1Y | +7.4% | +115.1% | -107.7% | -9.7% |
| 3Y | +345.6% | +14.6% | +330.9% | +323.9% |
| 5Y | +718.9% | -8.8% | +727.7% | +708.8% |
| All | +718.9% | -8.5% | +727.4% | +708.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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