+25,618.8%
AVGO vs IP
+251.8%
+25,367.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -4.0% | -6.5% | -8.9% |
| 7D | -15.5% | -5.0% | -10.5% | -13.8% |
| 30D | -22.4% | +6.5% | -29.0% | -24.5% |
| 3M | -30.2% | -18.0% | -12.1% | -25.0% |
| 6M | -31.6% | +10.3% | -41.9% | -35.8% |
| YTD | -15.3% | -9.9% | -5.4% | -15.5% |
| 1Y | -18.2% | -1.1% | -17.1% | -22.0% |
| 3Y | +241.2% | +13.0% | +228.2% | +188.2% |
| 5Y | +469.8% | -12.3% | +482.1% | +432.5% |
| 10Y | +2,106.2% | +26.8% | +2,079.4% | +1,488.8% |
| All | +25,618.8% | +251.8% | +25,367.0% | +10,828.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling