+711.1%
AVGO vs GRMN
+75.7%
+635.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.1% | -0.7% |
| 7D | -0.8% | -1.4% | +0.6% | -0.3% |
| 30D | -13.7% | -13.1% | -0.6% | -9.0% |
| 3M | -6.9% | +14.9% | -21.9% | -12.8% |
| 6M | +5.8% | +13.1% | -7.3% | -0.4% |
| YTD | +5.7% | +35.3% | -29.6% | -8.3% |
| 1Y | +9.0% | +16.0% | -7.0% | +0.3% |
| 3Y | +340.5% | +179.6% | +160.9% | +145.0% |
| 5Y | +711.1% | +75.0% | +636.0% | +422.8% |
| All | +711.1% | +75.7% | +635.4% | +422.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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