+31,987.2%
AVGO vs DTE
+771.3%
+31,215.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -0.8% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | -13.7% | -0.5% | -13.2% | -13.6% |
| 3M | -6.9% | -6.0% | -0.9% | -5.0% |
| 6M | +5.8% | -7.2% | +13.0% | +8.1% |
| YTD | +5.7% | +7.2% | -1.5% | +1.0% |
| 1Y | +9.0% | +4.1% | +5.0% | +5.4% |
| 3Y | +340.5% | +46.9% | +293.6% | +247.0% |
| 5Y | +711.1% | +32.9% | +678.2% | +564.7% |
| 10Y | +2,856.4% | +144.5% | +2,711.9% | +1,546.7% |
| All | +31,987.2% | +771.3% | +31,215.9% | +7,041.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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