+2,798.6%
AVGO vs DRI
+330.2%
+2,468.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +5.7% |
| 7D | +25.0% | -0.3% | +25.3% | +25.1% |
| 30D | +2.0% | +10.8% | -8.9% | -1.7% |
| 3M | -12.3% | +0.9% | -13.2% | -13.0% |
| 6M | -12.8% | +16.3% | -29.1% | -18.2% |
| YTD | +5.9% | +27.8% | -21.9% | -4.5% |
| 1Y | +3.3% | +33.9% | -30.5% | -8.6% |
| 3Y | +293.1% | +67.2% | +225.9% | +212.4% |
| 5Y | +606.7% | +79.0% | +527.7% | +441.6% |
| All | +2,798.6% | +330.2% | +2,468.5% | +1,545.4% |
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