+30,513.3%
AVGO vs IBN
+589.3%
+29,924.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.4% | -5.1% | -4.9% |
| 7D | +18.2% | +1.9% | +16.3% | +17.5% |
| 30D | +0.2% | +22.1% | -21.9% | -6.3% |
| 3M | -16.8% | +17.1% | -33.9% | -21.2% |
| 6M | -16.5% | +35.5% | -52.0% | -24.8% |
| YTD | +0.8% | +16.8% | -16.0% | -5.0% |
| 1Y | +2.8% | +12.4% | -9.6% | -1.9% |
| 3Y | +278.5% | +58.0% | +220.5% | +221.1% |
| 5Y | +573.1% | +73.7% | +499.3% | +452.3% |
| 10Y | +2,598.7% | +385.6% | +2,213.1% | +1,433.2% |
| All | +30,513.3% | +589.3% | +29,924.0% | +13,925.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling