+31,416.6%
AVGO vs DOC
+111.0%
+31,305.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -13.1% |
| 3M | -14.4% | +6.9% | -21.3% | -16.9% |
| 6M | +13.1% | +20.7% | -7.6% | +4.3% |
| YTD | +3.8% | +34.1% | -30.4% | -8.0% |
| 1Y | +17.8% | +22.6% | -4.9% | +7.3% |
| 3Y | +325.3% | +20.8% | +304.4% | +280.2% |
| 5Y | +689.9% | -24.9% | +714.8% | +737.7% |
| 10Y | +2,597.0% | -1.8% | +2,598.8% | +2,360.5% |
| All | +31,416.6% | +111.0% | +31,305.7% | +19,831.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling