+2,789.9%
AVGO vs GE
+152.9%
+2,637.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.7% | -0.1% |
| 7D | -0.8% | -1.2% | +0.5% | -0.4% |
| 30D | -13.7% | -11.3% | -2.5% | -10.1% |
| 3M | -6.9% | -1.4% | -5.5% | -6.8% |
| 6M | +5.8% | +1.2% | +4.6% | +3.9% |
| YTD | +5.7% | +5.9% | -0.3% | +1.7% |
| 1Y | +9.0% | +18.4% | -9.4% | +0.6% |
| 3Y | +340.5% | +271.0% | +69.5% | +173.3% |
| 5Y | +711.1% | +417.9% | +293.1% | +342.7% |
| All | +2,789.9% | +152.9% | +2,637.0% | +1,330.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling