+31,416.6%
AVGO vs GE
+595.2%
+30,821.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.3% |
| 7D | -3.0% | -1.6% | -1.4% | -2.3% |
| 30D | -14.4% | -11.6% | -2.9% | -10.0% |
| 3M | -14.4% | +3.0% | -17.4% | -15.9% |
| 6M | +13.1% | -0.5% | +13.7% | +11.4% |
| YTD | +3.8% | +9.7% | -5.9% | -2.3% |
| 1Y | +17.8% | +20.0% | -2.3% | +6.3% |
| 3Y | +325.3% | +275.8% | +49.4% | +135.3% |
| 5Y | +689.9% | +429.1% | +260.8% | +271.5% |
| 10Y | +2,597.0% | +151.2% | +2,445.8% | +1,647.5% |
| All | +31,416.6% | +595.2% | +30,821.5% | +11,579.3% |
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