+32,355.3%
AVGO vs FISV
+323.5%
+32,031.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -4.0% | +7.0% | +4.7% |
| 7D | -0.3% | -1.6% | +1.3% | +0.3% |
| 30D | -13.8% | -3.0% | -10.9% | -13.0% |
| 3M | -6.9% | -3.5% | -3.4% | -7.4% |
| 6M | +11.9% | -19.4% | +31.3% | +19.6% |
| YTD | +6.9% | -24.3% | +31.2% | +16.9% |
| 1Y | +7.4% | -62.4% | +69.8% | +49.8% |
| 3Y | +345.6% | -58.2% | +403.7% | +423.3% |
| 5Y | +718.9% | -56.5% | +775.4% | +802.9% |
| 10Y | +2,755.4% | -0.5% | +2,755.9% | +1,434.7% |
| All | +32,355.3% | +323.5% | +32,031.9% | +5,270.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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