+1,334.3%
AVGO vs DOW
-5.5%
+1,339.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.3% | -4.4% | -4.6% |
| 7D | +18.2% | +5.2% | +12.9% | +16.1% |
| 30D | +0.2% | +13.2% | -13.0% | -4.1% |
| 3M | -16.8% | +10.1% | -26.9% | -20.0% |
| 6M | -16.5% | -13.1% | -3.4% | -13.2% |
| YTD | +0.8% | +46.1% | -45.3% | -17.0% |
| 1Y | +2.8% | +50.0% | -47.2% | -16.4% |
| 3Y | +278.5% | -20.2% | +298.8% | +285.0% |
| 5Y | +573.1% | -27.7% | +600.7% | +606.6% |
| All | +1,334.3% | -5.5% | +1,339.8% | +1,034.8% |
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