+711.1%
AVGO vs IT
-45.7%
+756.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.5% | -0.7% |
| 7D | -0.8% | -9.1% | +8.4% | +1.5% |
| 30D | -13.7% | -12.2% | -1.6% | -11.2% |
| 3M | -6.9% | +7.8% | -14.7% | -10.9% |
| 6M | +5.8% | +2.0% | +3.8% | +1.8% |
| YTD | +5.7% | -32.7% | +38.4% | +19.1% |
| 1Y | +9.0% | -31.1% | +40.1% | +19.4% |
| 3Y | +340.5% | -52.1% | +392.6% | +469.3% |
| 5Y | +711.1% | -46.3% | +757.3% | +851.4% |
| All | +711.1% | -45.7% | +756.8% | +851.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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