+1,376.6%
AVGO vs DOW
-15.8%
+1,392.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.2% | +1.3% |
| 7D | -3.0% | -2.4% | -0.6% | -2.2% |
| 30D | -14.4% | +0.4% | -14.8% | -14.9% |
| 3M | -14.4% | -14.4% | 0.0% | -10.3% |
| 6M | +13.1% | -7.0% | +20.1% | +12.9% |
| YTD | +3.8% | +30.2% | -26.4% | -10.7% |
| 1Y | +17.8% | +29.2% | -11.4% | +0.5% |
| 3Y | +325.3% | -36.7% | +362.0% | +376.4% |
| 5Y | +689.9% | -37.7% | +727.6% | +777.4% |
| All | +1,376.6% | -15.8% | +1,392.4% | +1,121.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling