+1,965.3%
AVGO vs FND
+66.0%
+1,899.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.3% |
| 7D | -3.0% | -5.2% | +2.3% | -1.5% |
| 30D | -14.4% | -19.9% | +5.4% | -8.9% |
| 3M | -14.4% | +2.7% | -17.1% | -16.3% |
| 6M | +13.1% | -21.7% | +34.8% | +19.3% |
| YTD | +3.8% | -17.5% | +21.3% | +6.8% |
| 1Y | +17.8% | -39.3% | +57.1% | +32.8% |
| 3Y | +325.3% | -49.8% | +375.0% | +387.9% |
| 5Y | +689.9% | -60.1% | +750.0% | +822.2% |
| All | +1,965.3% | +66.0% | +1,899.2% | +1,474.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling