+2,755.4%
AVGO vs FIX
+5,976.4%
-3,221.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.4% | +0.6% | +2.0% |
| 7D | -0.3% | +6.1% | -6.4% | -2.6% |
| 30D | -13.8% | -2.7% | -11.2% | -13.3% |
| 3M | -6.9% | -10.9% | +4.0% | -3.8% |
| 6M | +11.9% | +29.0% | -17.1% | -1.3% |
| YTD | +6.9% | +76.9% | -70.0% | -18.0% |
| 1Y | +7.4% | +130.7% | -123.3% | -26.4% |
| 3Y | +345.6% | +790.7% | -445.1% | +77.2% |
| 5Y | +718.9% | +2,185.6% | -1,466.7% | +130.6% |
| 10Y | +2,755.4% | +5,993.3% | -3,237.9% | +515.4% |
| All | +2,755.4% | +5,976.4% | -3,221.0% | +515.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FIX 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling