+14,198.7%
AVGO vs INDA
+115.1%
+14,083.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.0% | +0.7% | -3.7% | -3.4% |
| 30D | -14.4% | -0.8% | -13.6% | -14.0% |
| 3M | -14.4% | +3.9% | -18.4% | -16.6% |
| 6M | +13.1% | -0.7% | +13.8% | +13.7% |
| YTD | +3.8% | -7.7% | +11.4% | +9.3% |
| 1Y | +17.8% | -5.1% | +22.9% | +22.0% |
| 3Y | +325.3% | +13.6% | +311.6% | +295.6% |
| 5Y | +689.9% | +7.8% | +682.1% | +661.3% |
| 10Y | +2,597.0% | +84.6% | +2,512.4% | +1,761.0% |
| All | +14,198.7% | +115.1% | +14,083.5% | +9,024.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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