+32,355.3%
AVGO vs GIS
+134.8%
+32,220.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.6% | +4.5% | +3.1% |
| 7D | -0.3% | -8.3% | +8.0% | +0.6% |
| 30D | -13.8% | +2.2% | -16.0% | -14.1% |
| 3M | -6.9% | +15.7% | -22.6% | -9.0% |
| 6M | +11.9% | -12.0% | +23.9% | +13.7% |
| YTD | +6.9% | -15.0% | +21.9% | +8.8% |
| 1Y | +7.4% | -20.1% | +27.5% | +10.2% |
| 3Y | +345.6% | -34.6% | +380.2% | +364.0% |
| 5Y | +718.9% | -22.8% | +741.7% | +693.7% |
| 10Y | +2,755.4% | -18.5% | +2,773.8% | +2,571.8% |
| All | +32,355.3% | +134.8% | +32,220.5% | +18,996.4% |
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