+711.1%
AVGO vs FITB
+70.3%
+640.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -12.2% |
| 3M | -6.9% | +3.5% | -10.5% | -8.4% |
| 6M | +5.8% | +17.2% | -11.4% | -1.0% |
| YTD | +5.7% | +17.6% | -12.0% | -1.9% |
| 1Y | +9.0% | +23.4% | -14.3% | -0.8% |
| 3Y | +340.5% | +129.7% | +210.8% | +214.4% |
| 5Y | +711.1% | +68.4% | +642.6% | +564.7% |
| All | +711.1% | +70.3% | +640.8% | +564.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling