+718.9%
AVGO vs DRI
+70.3%
+648.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.8% | +4.8% | +3.6% |
| 7D | -0.3% | -1.2% | +0.9% | +0.1% |
| 30D | -13.8% | -0.4% | -13.4% | -14.0% |
| 3M | -6.9% | +9.5% | -16.4% | -10.4% |
| 6M | +11.9% | +6.5% | +5.5% | +8.5% |
| YTD | +6.9% | +18.4% | -11.5% | -0.9% |
| 1Y | +7.4% | +4.2% | +3.2% | +4.3% |
| 3Y | +345.6% | +57.1% | +288.5% | +250.2% |
| 5Y | +718.9% | +70.4% | +648.5% | +498.7% |
| All | +718.9% | +70.3% | +648.5% | +498.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling