+25,809.4%
AVGO vs DAR
+612.9%
+25,196.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.0% |
| 7D | -9.9% | -9.9% | 0.0% | -7.0% |
| 30D | -22.0% | -16.4% | -5.6% | -17.8% |
| 3M | -30.0% | -17.1% | -13.0% | -26.5% |
| 6M | -30.7% | -20.5% | -10.3% | -26.4% |
| YTD | -14.7% | +39.4% | -54.1% | -24.3% |
| 1Y | -16.8% | +57.2% | -74.0% | -29.1% |
| 3Y | +244.4% | +13.9% | +230.6% | +206.7% |
| 5Y | +474.0% | -40.8% | +514.8% | +514.4% |
| 10Y | +2,122.6% | +276.2% | +1,846.3% | +1,052.5% |
| All | +25,809.4% | +612.9% | +25,196.5% | +10,533.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling