+31,416.6%
AVGO vs FITB
+791.4%
+30,625.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -3.0% | +0.6% | -3.6% | -3.2% |
| 30D | -14.4% | -4.7% | -9.7% | -12.8% |
| 3M | -14.4% | +6.7% | -21.1% | -17.0% |
| 6M | +13.1% | +12.6% | +0.6% | +6.8% |
| YTD | +3.8% | +19.1% | -15.3% | -4.8% |
| 1Y | +17.8% | +22.6% | -4.9% | +6.4% |
| 3Y | +325.3% | +127.1% | +198.1% | +192.7% |
| 5Y | +689.9% | +71.8% | +618.1% | +490.6% |
| 10Y | +2,597.0% | +287.2% | +2,309.8% | +1,151.6% |
| All | +31,416.6% | +791.4% | +30,625.2% | +10,255.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling