+2,584.7%
AVGO vs IP
+22.3%
+2,562.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.3% | +5.3% | +4.4% |
| 7D | +6.1% | -2.8% | +8.8% | +7.2% |
| 30D | -2.7% | +9.2% | -11.9% | -5.7% |
| 3M | -16.9% | -16.1% | -0.7% | -12.2% |
| 6M | -19.1% | +9.6% | -28.7% | -23.2% |
| YTD | +0.3% | -8.8% | +9.1% | -0.2% |
| 1Y | -1.2% | -5.5% | +4.3% | -3.3% |
| 3Y | +272.4% | +19.6% | +252.8% | +211.2% |
| 5Y | +579.0% | -13.5% | +592.5% | +547.1% |
| 10Y | +2,584.7% | +22.4% | +2,562.3% | +2,093.8% |
| All | +2,584.7% | +22.3% | +2,562.5% | +2,093.8% |
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