+2,300.3%
AVGO vs FFIV
+132.4%
+2,167.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.2% | +6.6% | +7.5% |
| 7D | -0.9% | -2.1% | +1.2% | +0.6% |
| 30D | -11.6% | -33.8% | +22.1% | +9.1% |
| 3M | -25.2% | -20.6% | -4.6% | -17.4% |
| 6M | -25.4% | -10.2% | -15.2% | -23.7% |
| YTD | -7.2% | +24.5% | -31.7% | -23.4% |
| 1Y | -7.9% | +29.3% | -37.2% | -26.0% |
| 3Y | +262.1% | +103.8% | +158.3% | +118.6% |
| 5Y | +525.7% | +40.9% | +484.8% | +358.3% |
| 10Y | +2,300.3% | +126.6% | +2,173.7% | +1,099.8% |
| All | +2,300.3% | +132.4% | +2,167.9% | +1,099.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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