+2,062.4%
AVGO vs IP
+26.3%
+2,036.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.5% |
| 7D | -9.9% | -5.1% | -4.9% | -8.3% |
| 30D | -22.0% | +8.5% | -30.5% | -24.3% |
| 3M | -30.0% | -13.8% | -16.2% | -26.8% |
| 6M | -30.7% | +5.7% | -36.5% | -33.4% |
| YTD | -14.7% | -9.1% | -5.6% | -15.0% |
| 1Y | -16.8% | -0.8% | -16.0% | -20.2% |
| 3Y | +244.4% | +14.8% | +229.6% | +193.3% |
| 5Y | +474.0% | -11.5% | +485.6% | +441.2% |
| All | +2,062.4% | +26.3% | +2,036.1% | +1,832.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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