+2,856.4%
AVGO vs FITB
+282.4%
+2,574.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.9% |
| 7D | -0.8% | -0.4% | -0.4% | -0.7% |
| 30D | -13.7% | -5.1% | -8.6% | -12.0% |
| 3M | -6.9% | +3.5% | -10.5% | -8.6% |
| 6M | +5.8% | +17.2% | -11.4% | -1.4% |
| YTD | +5.7% | +17.6% | -12.0% | -2.3% |
| 1Y | +9.0% | +23.4% | -14.3% | -1.4% |
| 3Y | +340.5% | +129.7% | +210.8% | +205.8% |
| 5Y | +711.1% | +68.4% | +642.6% | +519.4% |
| 10Y | +2,856.4% | +285.6% | +2,570.8% | +1,406.0% |
| All | +2,856.4% | +282.4% | +2,574.0% | +1,406.0% |
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