+2,856.4%
AVGO vs FDS
+72.8%
+2,783.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.3% | +0.1% |
| 7D | -0.8% | -8.8% | +8.0% | +2.5% |
| 30D | -13.7% | -1.4% | -12.4% | -13.7% |
| 3M | -6.9% | +13.9% | -20.8% | -13.8% |
| 6M | +5.8% | +27.4% | -21.6% | -8.8% |
| YTD | +5.7% | -2.5% | +8.1% | +2.5% |
| 1Y | +9.0% | -23.8% | +32.8% | +18.7% |
| 3Y | +340.5% | -32.5% | +373.0% | +400.9% |
| 5Y | +711.1% | -23.2% | +734.2% | +736.9% |
| 10Y | +2,856.4% | +76.4% | +2,780.0% | +1,908.6% |
| All | +2,856.4% | +72.8% | +2,783.6% | +1,908.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded FDS 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling