+2,856.4%
AVGO vs GEN
+150.6%
+2,705.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -1.0% | -1.1% |
| 7D | -0.8% | -2.9% | +2.1% | 0.0% |
| 30D | -13.7% | +2.1% | -15.8% | -14.4% |
| 3M | -6.9% | +19.7% | -26.6% | -12.3% |
| 6M | +5.8% | +33.3% | -27.5% | -4.2% |
| YTD | +5.7% | +11.1% | -5.4% | +0.9% |
| 1Y | +9.0% | +3.0% | +6.0% | +6.3% |
| 3Y | +340.5% | +57.9% | +282.6% | +274.5% |
| 5Y | +711.1% | +20.6% | +690.5% | +629.1% |
| 10Y | +2,856.4% | +153.2% | +2,703.2% | +1,875.0% |
| All | +2,856.4% | +150.6% | +2,705.8% | +1,875.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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