+2,856.4%
AVGO vs FFIV
+239.4%
+2,617.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.9% | -5.0% | -3.4% |
| 7D | -0.8% | +3.5% | -4.2% | -2.8% |
| 30D | -13.7% | -1.3% | -12.4% | -13.3% |
| 3M | -6.9% | +2.4% | -9.3% | -8.8% |
| 6M | +5.8% | +41.8% | -36.0% | -14.9% |
| YTD | +5.7% | +58.5% | -52.8% | -21.3% |
| 1Y | +9.0% | +24.3% | -15.3% | -7.4% |
| 3Y | +340.5% | +152.0% | +188.5% | +145.6% |
| 5Y | +711.1% | +99.1% | +611.9% | +405.2% |
| 10Y | +2,856.4% | +242.8% | +2,613.6% | +1,256.0% |
| All | +2,856.4% | +239.4% | +2,617.0% | +1,256.0% |
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