+695.6%
AVGO vs GIS
-25.0%
+720.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.1% | -1.9% |
| 7D | +1.0% | -8.4% | +9.4% | -1.5% |
| 30D | -13.3% | -5.2% | -8.1% | -14.4% |
| 3M | -2.9% | +8.2% | -11.0% | +0.1% |
| 6M | +5.7% | -12.0% | +17.7% | +3.9% |
| YTD | +4.6% | -18.9% | +23.5% | +1.1% |
| 1Y | -1.6% | -23.6% | +22.0% | -5.8% |
| 3Y | +336.2% | -37.6% | +373.8% | +303.1% |
| 5Y | +695.6% | -25.2% | +720.8% | +594.3% |
| All | +695.6% | -25.0% | +720.7% | +594.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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