+3,089.1%
AVGO vs FTV
+89.3%
+2,999.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.7% | +3.5% |
| 7D | -0.3% | -0.4% | +0.1% | -0.1% |
| 30D | -13.8% | -8.3% | -5.5% | -9.1% |
| 3M | -6.9% | -7.4% | +0.5% | -3.3% |
| 6M | +11.9% | -1.2% | +13.1% | +10.8% |
| YTD | +6.9% | +2.7% | +4.2% | +1.3% |
| 1Y | +7.4% | +18.4% | -11.0% | -8.3% |
| 3Y | +345.6% | -2.0% | +347.6% | +331.6% |
| 5Y | +718.9% | +3.4% | +715.5% | +654.0% |
| 10Y | +2,755.4% | +78.5% | +2,676.9% | +1,847.5% |
| All | +3,089.1% | +89.3% | +2,999.7% | +2,023.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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