+30,207.8%
AVGO vs GNRC
+2,077.0%
+28,130.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +0.8% | -0.6% |
| 7D | -0.8% | +3.2% | -3.9% | -1.7% |
| 30D | -13.7% | -9.5% | -4.2% | -11.5% |
| 3M | -6.9% | -28.5% | +21.6% | +1.9% |
| 6M | +5.8% | -10.0% | +15.7% | +7.8% |
| YTD | +5.7% | +36.7% | -31.1% | -5.8% |
| 1Y | +9.0% | +2.6% | +6.4% | +5.0% |
| 3Y | +340.5% | +61.9% | +278.6% | +260.9% |
| 5Y | +711.1% | -59.0% | +770.1% | +811.3% |
| 10Y | +2,856.4% | +444.8% | +2,411.6% | +1,444.5% |
| All | +30,207.8% | +2,077.0% | +28,130.8% | +10,170.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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