+606.7%
AVGO vs FND
-62.4%
+669.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.4% | +9.9% | +6.8% |
| 7D | +25.0% | -5.1% | +30.1% | +26.7% |
| 30D | +2.0% | +9.2% | -7.2% | -1.2% |
| 3M | -12.3% | -17.7% | +5.4% | -8.0% |
| 6M | -12.8% | +2.5% | -15.3% | -15.5% |
| YTD | +5.9% | -19.8% | +25.7% | +8.9% |
| 1Y | +3.3% | -22.7% | +26.0% | +7.3% |
| 3Y | +293.1% | -38.3% | +331.4% | +316.8% |
| 5Y | +606.7% | -63.0% | +669.7% | +752.2% |
| All | +606.7% | -62.4% | +669.2% | +752.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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