+469.8%
AVGO vs LIN
+68.3%
+401.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -0.7% | -9.8% | -10.1% |
| 7D | -15.5% | +3.6% | -19.1% | -17.0% |
| 30D | -22.4% | +6.4% | -28.8% | -24.9% |
| 3M | -30.2% | +6.5% | -36.7% | -32.5% |
| 6M | -31.6% | +4.9% | -36.4% | -34.0% |
| YTD | -15.3% | +23.4% | -38.7% | -26.7% |
| 1Y | -18.2% | +26.3% | -44.5% | -30.5% |
| 3Y | +241.2% | +38.0% | +203.2% | +169.0% |
| 5Y | +469.8% | +68.0% | +401.8% | +285.0% |
| All | +469.8% | +68.3% | +401.6% | +285.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling