+25,618.8%
AVGO vs GS
+592.5%
+25,026.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -6.4% | -4.1% | -6.9% |
| 7D | -15.5% | -6.3% | -9.2% | -12.2% |
| 30D | -22.4% | -3.1% | -19.3% | -20.8% |
| 3M | -30.2% | -17.7% | -12.5% | -22.2% |
| 6M | -31.6% | -4.6% | -27.0% | -30.2% |
| YTD | -15.3% | +0.3% | -15.6% | -16.5% |
| 1Y | -18.2% | +11.7% | -29.9% | -23.9% |
| 3Y | +241.2% | +183.6% | +57.6% | +89.4% |
| 5Y | +469.8% | +141.0% | +328.8% | +240.4% |
| 10Y | +2,106.2% | +507.4% | +1,598.8% | +650.8% |
| All | +25,618.8% | +592.5% | +25,026.3% | +7,423.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GS.
Daily Out/Under-Performance
Portfolio return minus GS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GS 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 GS 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