+31,416.6%
AVGO vs GD
+843.3%
+30,573.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +1.3% |
| 7D | -3.0% | -5.3% | +2.3% | +0.2% |
| 30D | -14.4% | -6.4% | -8.0% | -11.1% |
| 3M | -14.4% | +5.7% | -20.1% | -17.9% |
| 6M | +13.1% | -0.9% | +14.1% | +12.1% |
| YTD | +3.8% | +8.2% | -4.4% | -3.3% |
| 1Y | +17.8% | +13.4% | +4.4% | +6.3% |
| 3Y | +325.3% | +68.5% | +256.8% | +191.6% |
| 5Y | +689.9% | +97.2% | +592.8% | +382.3% |
| 10Y | +2,597.0% | +190.2% | +2,406.8% | +1,093.6% |
| All | +31,416.6% | +843.3% | +30,573.4% | +6,435.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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