+2,892.6%
AVGO vs FTV
+127.5%
+2,765.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +3.8% |
| 7D | +6.1% | -0.7% | +6.7% | +6.9% |
| 30D | -2.7% | +18.3% | -21.0% | -12.3% |
| 3M | -16.9% | +10.2% | -27.1% | -21.9% |
| 6M | -19.1% | +12.8% | -32.0% | -26.0% |
| YTD | +0.3% | +23.4% | -23.1% | -15.4% |
| 1Y | -1.2% | +31.4% | -32.6% | -20.4% |
| 3Y | +272.4% | +38.7% | +233.8% | +188.5% |
| 5Y | +579.0% | +18.6% | +560.4% | +474.4% |
| 10Y | +2,584.7% | +110.1% | +2,474.6% | +1,524.2% |
| All | +2,892.6% | +127.5% | +2,765.1% | +1,675.0% |
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