+31,416.6%
AVGO vs DIA
+725.2%
+30,691.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.9% |
| 7D | -3.0% | -0.2% | -2.8% | -2.8% |
| 30D | -14.4% | -1.5% | -12.9% | -12.9% |
| 3M | -14.4% | +3.8% | -18.2% | -18.3% |
| 6M | +13.1% | +10.3% | +2.9% | 0.0% |
| YTD | +3.8% | +12.1% | -8.3% | -10.2% |
| 1Y | +17.8% | +18.6% | -0.9% | -5.0% |
| 3Y | +325.3% | +60.6% | +264.6% | +140.3% |
| 5Y | +689.9% | +64.4% | +625.5% | +341.3% |
| 10Y | +2,597.0% | +250.1% | +2,346.9% | +496.2% |
| All | +31,416.6% | +725.2% | +30,691.4% | +2,498.8% |
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