+2,628.7%
AVGO vs DOC
-2.1%
+2,630.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.8% |
| 7D | -3.0% | -1.5% | -1.5% | -2.5% |
| 30D | -14.4% | -4.8% | -9.7% | -13.2% |
| 3M | -14.4% | +6.9% | -21.3% | -16.8% |
| 6M | +13.1% | +20.7% | -7.6% | +4.5% |
| YTD | +3.8% | +34.1% | -30.4% | -7.9% |
| 1Y | +17.8% | +22.6% | -4.9% | +7.5% |
| 3Y | +325.3% | +20.8% | +304.4% | +280.8% |
| 5Y | +689.9% | -24.9% | +714.8% | +745.9% |
| All | +2,628.7% | -2.1% | +2,630.8% | +2,427.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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