+695.6%
AVGO vs FND
-62.8%
+758.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.5% |
| 7D | +1.0% | -5.1% | +6.1% | +2.5% |
| 30D | -13.3% | -22.5% | +9.3% | -6.9% |
| 3M | -2.9% | -5.0% | +2.1% | -2.8% |
| 6M | +5.7% | -21.5% | +27.2% | +11.2% |
| YTD | +4.6% | -23.0% | +27.7% | +9.6% |
| 1Y | -1.6% | -44.9% | +43.2% | +14.3% |
| 3Y | +336.2% | -50.0% | +386.2% | +397.7% |
| 5Y | +695.6% | -63.3% | +759.0% | +829.1% |
| All | +695.6% | -62.8% | +758.5% | +829.1% |
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