+691.7%
AVGO vs DOC
-24.5%
+716.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.6% |
| 7D | -3.0% | -1.5% | -1.5% | -2.6% |
| 30D | -14.4% | -4.8% | -9.7% | -13.5% |
| 3M | -14.4% | +6.9% | -21.3% | -16.3% |
| 6M | +13.1% | +20.7% | -7.6% | +6.4% |
| YTD | +3.8% | +34.1% | -30.4% | -5.6% |
| 1Y | +17.8% | +22.6% | -4.9% | +9.7% |
| 3Y | +325.3% | +20.8% | +304.4% | +292.8% |
| All | +691.7% | -24.5% | +716.2% | +792.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling