+31,416.6%
AVGO vs FE
+144.1%
+31,272.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -3.0% | +1.9% | -4.9% | -3.5% |
| 30D | -14.4% | -1.2% | -13.3% | -14.2% |
| 3M | -14.4% | +3.5% | -17.9% | -15.7% |
| 6M | +13.1% | -6.1% | +19.2% | +14.5% |
| YTD | +3.8% | +7.6% | -3.8% | +0.6% |
| 1Y | +17.8% | +11.9% | +5.9% | +12.5% |
| 3Y | +325.3% | +48.4% | +276.8% | +259.4% |
| 5Y | +689.9% | +44.8% | +645.1% | +567.8% |
| 10Y | +2,597.0% | +115.9% | +2,481.1% | +1,882.5% |
| All | +31,416.6% | +144.1% | +31,272.5% | +20,450.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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