+29,187.3%
AVGO vs GE
+597.9%
+28,589.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.7% | +3.2% | +3.6% |
| 7D | 0.0% | +5.4% | -5.4% | -2.1% |
| 30D | -8.2% | +9.6% | -17.8% | -11.7% |
| 3M | -21.3% | -7.7% | -13.6% | -18.7% |
| 6M | -22.5% | +14.0% | -36.6% | -27.6% |
| YTD | -3.6% | +10.2% | -13.7% | -9.4% |
| 1Y | -6.7% | +8.9% | -15.6% | -12.1% |
| 3Y | +258.1% | +273.7% | -15.5% | +98.9% |
| 5Y | +560.9% | +410.2% | +150.7% | +215.9% |
| 10Y | +2,475.6% | +157.4% | +2,318.2% | +1,545.7% |
| All | +29,187.3% | +597.9% | +28,589.5% | +10,731.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling