+2,678.6%
AVGO vs DELL
+4,714.1%
-2,035.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.9% | +1.1% | +2.2% |
| 7D | -0.3% | +25.6% | -25.9% | -10.0% |
| 30D | -13.8% | +17.7% | -31.5% | -20.5% |
| 3M | -6.9% | +33.4% | -40.4% | -19.8% |
| 6M | +11.9% | +266.2% | -254.3% | -41.7% |
| YTD | +6.9% | +328.0% | -321.1% | -49.5% |
| 1Y | +7.4% | +339.6% | -332.2% | -50.3% |
| 3Y | +345.6% | +694.6% | -349.0% | +47.2% |
| 5Y | +718.9% | +1,122.0% | -403.1% | +109.1% |
| 10Y | +2,755.4% | +4,062.5% | -1,307.1% | +297.9% |
| All | +2,678.6% | +4,714.1% | -2,035.5% | +285.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded DELL 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling