+31,416.6%
AVGO vs LIN
+742.9%
+30,673.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.9% |
| 7D | -3.0% | -2.1% | -0.8% | -1.5% |
| 30D | -14.4% | -2.4% | -12.0% | -13.1% |
| 3M | -14.4% | -5.6% | -8.9% | -11.9% |
| 6M | +13.1% | -3.4% | +16.5% | +13.7% |
| YTD | +3.8% | +13.1% | -9.3% | -7.4% |
| 1Y | +17.8% | +2.5% | +15.3% | +11.7% |
| 3Y | +325.3% | +27.6% | +297.7% | +239.8% |
| 5Y | +689.9% | +63.0% | +626.9% | +417.0% |
| 10Y | +2,597.0% | +359.3% | +2,237.7% | +659.9% |
| All | +31,416.6% | +742.9% | +30,673.7% | +5,280.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling