+2,475.6%
AVGO vs LIN
+417.8%
+2,057.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.3% | +3.6% | +3.7% |
| 7D | 0.0% | +2.0% | -2.0% | -1.2% |
| 30D | -8.2% | +7.9% | -16.0% | -12.6% |
| 3M | -21.3% | +6.3% | -27.6% | -24.5% |
| 6M | -22.5% | +6.5% | -29.0% | -26.6% |
| YTD | -3.6% | +23.6% | -27.1% | -18.1% |
| 1Y | -6.7% | +25.7% | -32.4% | -22.2% |
| 3Y | +258.1% | +35.6% | +222.5% | +180.0% |
| 5Y | +560.9% | +65.9% | +495.0% | +342.0% |
| 10Y | +2,475.6% | +412.1% | +2,063.6% | +709.2% |
| All | +2,475.6% | +417.8% | +2,057.8% | +709.2% |
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