+30,355.4%
AVGO vs GE
+607.9%
+29,747.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.4% | +2.6% | +3.4% |
| 7D | +6.1% | +4.0% | +2.0% | +4.5% |
| 30D | -2.7% | +11.1% | -13.7% | -7.0% |
| 3M | -16.9% | -6.7% | -10.1% | -14.6% |
| 6M | -19.1% | +14.3% | -33.4% | -24.4% |
| YTD | +0.3% | +11.7% | -11.4% | -6.4% |
| 1Y | -1.2% | +10.9% | -12.1% | -7.6% |
| 3Y | +272.4% | +279.0% | -6.6% | +105.6% |
| 5Y | +579.0% | +427.0% | +152.0% | +220.4% |
| 10Y | +2,584.7% | +158.6% | +2,426.2% | +1,616.2% |
| All | +30,355.4% | +607.9% | +29,747.5% | +11,095.5% |
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