+1,388.7%
AVGO vs DOW
-15.2%
+1,403.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.3% |
| 7D | +1.0% | -2.4% | +3.4% | +1.9% |
| 30D | -13.3% | -4.1% | -9.2% | -12.2% |
| 3M | -2.9% | -12.4% | +9.6% | +1.0% |
| 6M | +5.7% | -10.6% | +16.3% | +7.1% |
| YTD | +4.6% | +31.1% | -26.4% | -10.2% |
| 1Y | -1.6% | +30.5% | -32.2% | -16.3% |
| 3Y | +336.2% | -34.4% | +370.6% | +381.2% |
| 5Y | +695.6% | -35.5% | +731.1% | +770.8% |
| All | +1,388.7% | -15.2% | +1,403.9% | +1,128.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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