+2,584.7%
AVGO vs LIN
+418.8%
+2,165.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.1% | +3.4% |
| 7D | +6.1% | +0.3% | +5.7% | +5.9% |
| 30D | -2.7% | +8.0% | -10.7% | -7.4% |
| 3M | -16.9% | +7.7% | -24.6% | -20.9% |
| 6M | -19.1% | +5.1% | -24.2% | -22.7% |
| YTD | +0.3% | +24.7% | -24.4% | -15.3% |
| 1Y | -1.2% | +25.1% | -26.3% | -17.2% |
| 3Y | +272.4% | +36.8% | +235.6% | +189.5% |
| 5Y | +579.0% | +67.9% | +511.2% | +350.7% |
| 10Y | +2,584.7% | +427.2% | +2,157.6% | +716.8% |
| All | +2,584.7% | +418.8% | +2,165.9% | +716.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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