+516.9%
AVGO vs IOT
+54.1%
+462.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +1.1% | -4.5% | +5.7% | +2.1% |
| 30D | -13.0% | -2.4% | -10.6% | -12.7% |
| 3M | -6.0% | +19.0% | -24.9% | -10.5% |
| 6M | +6.4% | +19.6% | -13.3% | +0.2% |
| YTD | +5.0% | +8.3% | -3.3% | +0.2% |
| 1Y | +1.4% | -0.8% | +2.2% | -1.5% |
| 3Y | +336.8% | +24.4% | +312.4% | +292.2% |
| All | +516.9% | +54.1% | +462.8% | +380.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 10y: compounded portfolio wealth divided by compounded IOT 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…
10y analysis · Full analysis span regression · 6 months rolling