+2,770.9%
AVGO vs DELL
+4,530.0%
-1,759.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +12.0% | -11.7% | -4.6% |
| 7D | +1.1% | +8.2% | -7.1% | -2.5% |
| 30D | -13.0% | +17.1% | -30.1% | -19.6% |
| 3M | -6.0% | +45.2% | -51.1% | -22.1% |
| 6M | +6.4% | +286.8% | -280.4% | -46.3% |
| YTD | +5.0% | +354.8% | -349.8% | -52.0% |
| 1Y | +1.4% | +358.3% | -356.9% | -54.3% |
| 3Y | +336.8% | +724.9% | -388.1% | +40.3% |
| 5Y | +698.2% | +1,193.7% | -495.5% | +95.5% |
| All | +2,770.9% | +4,530.0% | -1,759.1% | +243.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling