+2,761.7%
AVGO vs GE
+151.9%
+2,609.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.8% |
| 7D | +1.0% | -2.8% | +3.8% | +2.1% |
| 30D | -13.3% | -11.9% | -1.3% | -9.3% |
| 3M | -2.9% | +1.8% | -4.7% | -3.9% |
| 6M | +5.7% | -0.6% | +6.3% | +4.6% |
| YTD | +4.6% | +5.5% | -0.9% | +0.9% |
| 1Y | -1.6% | +15.0% | -16.6% | -8.3% |
| 3Y | +336.2% | +269.5% | +66.7% | +171.0% |
| 5Y | +695.6% | +422.4% | +273.2% | +333.4% |
| All | +2,761.7% | +151.9% | +2,609.9% | +1,319.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded GE 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling