+31,416.6%
AVGO vs MDY
+623.8%
+30,792.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | -3.0% | +0.1% | -3.1% | -3.2% |
| 30D | -14.4% | -1.5% | -12.9% | -13.1% |
| 3M | -14.4% | +0.8% | -15.2% | -14.9% |
| 6M | +13.1% | +7.4% | +5.7% | +5.2% |
| YTD | +3.8% | +15.2% | -11.4% | -10.5% |
| 1Y | +17.8% | +16.5% | +1.2% | +0.5% |
| 3Y | +325.3% | +46.8% | +278.5% | +189.5% |
| 5Y | +689.9% | +46.0% | +643.9% | +441.3% |
| 10Y | +2,597.0% | +172.1% | +2,424.9% | +844.2% |
| All | +31,416.6% | +623.8% | +30,792.8% | +4,468.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling