+570.0%
AVGO vs IP
-13.5%
+583.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.4% | -6.2% | -5.1% |
| 7D | +18.2% | -0.3% | +18.4% | +18.2% |
| 30D | +0.2% | +7.9% | -7.7% | -1.7% |
| 3M | -16.8% | -15.3% | -1.5% | -13.8% |
| 6M | -16.5% | +10.5% | -27.0% | -19.7% |
| YTD | +0.8% | -9.4% | +10.2% | +0.8% |
| 1Y | +2.8% | -4.6% | +7.5% | +1.0% |
| 3Y | +278.5% | +21.2% | +257.3% | +226.5% |
| All | +570.0% | -13.5% | +583.6% | +552.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling