+32,355.3%
AVGO vs MDY
+619.1%
+31,736.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.7% | +3.6% | +3.7% |
| 7D | -0.3% | +1.0% | -1.3% | -1.5% |
| 30D | -13.8% | -3.1% | -10.7% | -10.9% |
| 3M | -6.9% | +1.8% | -8.8% | -8.7% |
| 6M | +11.9% | +10.8% | +1.1% | +0.8% |
| YTD | +6.9% | +14.4% | -7.6% | -7.2% |
| 1Y | +7.4% | +15.2% | -7.8% | -7.3% |
| 3Y | +345.6% | +51.2% | +294.4% | +194.2% |
| 5Y | +718.9% | +47.2% | +671.6% | +456.3% |
| 10Y | +2,755.4% | +171.1% | +2,584.2% | +903.1% |
| All | +32,355.3% | +619.1% | +31,736.3% | +4,637.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MDY 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling