+29,187.3%
AVGO vs GEN
+458.2%
+28,729.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.7% | +3.2% | +3.7% |
| 7D | 0.0% | +1.0% | -1.1% | -0.4% |
| 30D | -8.2% | +29.1% | -37.3% | -16.5% |
| 3M | -21.3% | +2.9% | -24.2% | -23.4% |
| 6M | -22.5% | +33.6% | -56.1% | -31.9% |
| YTD | -3.6% | +12.0% | -15.6% | -10.4% |
| 1Y | -6.7% | +16.2% | -22.8% | -14.7% |
| 3Y | +258.1% | +65.1% | +193.1% | +184.6% |
| 5Y | +560.9% | +33.3% | +527.6% | +452.4% |
| 10Y | +2,475.6% | +149.7% | +2,326.0% | +1,435.2% |
| All | +29,187.3% | +458.2% | +28,729.2% | +10,877.0% |
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 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