+492.5%
AVGO vs IOT
+66.1%
+426.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.1% | -4.9% | -4.8% |
| 7D | +18.2% | +0.9% | +17.2% | +17.9% |
| 30D | +0.2% | +1.4% | -1.2% | -0.2% |
| 3M | -16.8% | +0.5% | -17.3% | -17.5% |
| 6M | -16.5% | +50.3% | -66.7% | -25.1% |
| YTD | +0.8% | +16.7% | -15.9% | -5.9% |
| 1Y | +2.8% | +6.8% | -4.0% | -2.1% |
| 3Y | +278.5% | +75.5% | +203.1% | +216.7% |
| All | +492.5% | +66.1% | +426.3% | +352.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling