+30,513.3%
AVGO vs GIS
+117.9%
+30,395.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.4% | -7.1% | -4.9% |
| 7D | +18.2% | -3.4% | +21.5% | +18.4% |
| 30D | +0.2% | +6.9% | -6.7% | -0.6% |
| 3M | -16.8% | -10.1% | -6.7% | -16.1% |
| 6M | -16.5% | +5.9% | -22.3% | -17.8% |
| YTD | +0.8% | -21.1% | +21.9% | +3.2% |
| 1Y | +2.8% | -22.5% | +25.3% | +5.4% |
| 3Y | +278.5% | -39.0% | +317.5% | +296.1% |
| 5Y | +573.1% | -33.3% | +606.4% | +572.2% |
| 10Y | +2,598.7% | -17.0% | +2,615.7% | +2,319.3% |
| All | +30,513.3% | +117.9% | +30,395.4% | +18,008.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling