+695.6%
AVGO vs DELL
+1,035.2%
-339.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.3% | +4.4% | +1.1% |
| 7D | +1.0% | -1.9% | +2.9% | +1.7% |
| 30D | -13.3% | +14.9% | -28.2% | -18.7% |
| 3M | -2.9% | +37.2% | -40.1% | -16.3% |
| 6M | +5.7% | +254.0% | -248.3% | -42.2% |
| YTD | +4.6% | +306.1% | -301.5% | -47.5% |
| 1Y | -1.6% | +312.3% | -313.9% | -51.5% |
| 3Y | +336.2% | +654.0% | -317.8% | +56.8% |
| 5Y | +695.6% | +1,055.3% | -359.7% | +125.3% |
| All | +695.6% | +1,035.2% | -339.5% | +125.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling