+29,187.3%
AVGO vs DIA
+708.2%
+28,479.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.2% | +4.3% |
| 7D | 0.0% | +0.9% | -0.9% | -0.9% |
| 30D | -8.2% | +1.1% | -9.3% | -9.2% |
| 3M | -21.3% | -2.9% | -18.4% | -18.2% |
| 6M | -22.5% | +5.9% | -28.4% | -27.9% |
| YTD | -3.6% | +9.8% | -13.3% | -14.1% |
| 1Y | -6.7% | +11.7% | -18.4% | -18.7% |
| 3Y | +258.1% | +59.5% | +198.6% | +104.5% |
| 5Y | +560.9% | +57.5% | +503.3% | +289.8% |
| 10Y | +2,475.6% | +235.9% | +2,239.7% | +502.0% |
| All | +29,187.3% | +708.2% | +28,479.2% | +2,384.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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