+711.1%
AVGO vs GH
+24.4%
+686.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.3% | -1.3% |
| 7D | -0.8% | -0.2% | -0.6% | -0.8% |
| 30D | -13.7% | -2.6% | -11.1% | -13.5% |
| 3M | -6.9% | +25.1% | -32.0% | -10.4% |
| 6M | +5.8% | +78.5% | -72.7% | -4.3% |
| YTD | +5.7% | +59.4% | -53.7% | -3.0% |
| 1Y | +9.0% | +173.9% | -164.8% | -9.2% |
| 3Y | +340.5% | +382.7% | -42.2% | +220.4% |
| 5Y | +711.1% | +24.4% | +686.7% | +557.2% |
| All | +711.1% | +24.4% | +686.6% | +557.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 5y: compounded portfolio wealth divided by compounded GH 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…
5y analysis · Full analysis span regression · 6 months rolling