+2,660.6%
AVGO vs DRI
+331.7%
+2,328.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.4% | -5.1% | -4.9% |
| 7D | +18.2% | +1.1% | +17.1% | +17.8% |
| 30D | +0.2% | +9.7% | -9.5% | -3.0% |
| 3M | -16.8% | +3.2% | -20.0% | -18.1% |
| 6M | -16.5% | +20.6% | -37.0% | -22.6% |
| YTD | +0.8% | +28.3% | -27.4% | -9.2% |
| 1Y | +2.8% | +34.5% | -31.7% | -9.2% |
| 3Y | +278.5% | +66.5% | +212.0% | +201.4% |
| 5Y | +573.1% | +79.6% | +493.4% | +415.1% |
| All | +2,660.6% | +331.7% | +2,328.9% | +1,465.0% |
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