+514.9%
AVGO vs IOT
+54.4%
+460.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.9% |
| 7D | +1.0% | -0.8% | +1.8% | +1.2% |
| 30D | -13.3% | -4.7% | -8.6% | -12.5% |
| 3M | -2.9% | +17.8% | -20.6% | -7.4% |
| 6M | +5.7% | +16.8% | -11.1% | +0.1% |
| YTD | +4.6% | +8.4% | -3.8% | -0.2% |
| 1Y | -1.6% | -0.8% | -0.8% | -4.5% |
| 3Y | +336.2% | +25.7% | +310.5% | +290.8% |
| All | +514.9% | +54.4% | +460.5% | +379.2% |
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