+711.1%
AVGO vs IBN
+54.0%
+657.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -0.4% |
| 7D | -0.8% | -5.1% | +4.3% | +1.4% |
| 30D | -13.7% | -3.5% | -10.2% | -12.5% |
| 3M | -6.9% | +11.3% | -18.2% | -11.7% |
| 6M | +5.8% | +4.4% | +1.3% | +3.1% |
| YTD | +5.7% | -1.8% | +7.5% | +5.6% |
| 1Y | +9.0% | -8.0% | +17.0% | +11.8% |
| 3Y | +340.5% | +27.1% | +313.4% | +279.0% |
| 5Y | +711.1% | +54.5% | +656.6% | +518.2% |
| All | +711.1% | +54.0% | +657.0% | +518.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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