+2,856.4%
AVGO vs DRI
+348.4%
+2,508.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.6% |
| 7D | -0.8% | -4.8% | +4.0% | +0.9% |
| 30D | -13.7% | -3.9% | -9.8% | -12.8% |
| 3M | -6.9% | +5.1% | -12.0% | -9.1% |
| 6M | +5.8% | +5.5% | +0.3% | +2.8% |
| YTD | +5.7% | +16.5% | -10.8% | -1.2% |
| 1Y | +9.0% | +2.0% | +7.0% | +6.4% |
| 3Y | +340.5% | +54.5% | +286.0% | +261.2% |
| 5Y | +711.1% | +66.6% | +644.5% | +539.4% |
| 10Y | +2,856.4% | +353.6% | +2,502.8% | +1,653.3% |
| All | +2,856.4% | +348.4% | +2,508.0% | +1,653.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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