+31,416.6%
AVGO vs GEN
+470.1%
+30,946.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +1.0% |
| 7D | -3.0% | -1.2% | -1.8% | -2.6% |
| 30D | -14.4% | +10.1% | -24.6% | -17.4% |
| 3M | -14.4% | +16.1% | -30.5% | -19.4% |
| 6M | +13.1% | +38.9% | -25.7% | -0.9% |
| YTD | +3.8% | +14.4% | -10.6% | -2.8% |
| 1Y | +17.8% | +5.9% | +11.9% | +13.0% |
| 3Y | +325.3% | +58.8% | +266.5% | +247.5% |
| 5Y | +689.9% | +24.7% | +665.3% | +586.4% |
| 10Y | +2,597.0% | +163.1% | +2,433.9% | +1,493.4% |
| All | +31,416.6% | +470.1% | +30,946.5% | +11,812.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling