+2,584.7%
AVGO vs FITB
+226.2%
+2,358.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +3.8% |
| 7D | +6.1% | -0.6% | +6.6% | +6.5% |
| 30D | -2.7% | +7.0% | -9.7% | -5.2% |
| 3M | -16.9% | -4.8% | -12.1% | -15.4% |
| 6M | -19.1% | +13.5% | -32.7% | -23.7% |
| YTD | +0.3% | +19.1% | -18.8% | -7.8% |
| 1Y | -1.2% | +30.8% | -31.9% | -12.6% |
| 3Y | +272.4% | +141.6% | +130.8% | +153.9% |
| 5Y | +579.0% | +48.3% | +530.7% | +446.5% |
| 10Y | +2,584.7% | +215.9% | +2,368.8% | +1,373.2% |
| All | +2,584.7% | +226.2% | +2,358.5% | +1,373.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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