+2,300.3%
AVGO vs MOS
+6.2%
+2,294.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.8% | +6.9% | +8.3% |
| 7D | -0.9% | +19.7% | -20.5% | -5.6% |
| 30D | -11.6% | +21.5% | -33.1% | -16.3% |
| 3M | -25.2% | -0.4% | -24.8% | -25.9% |
| 6M | -25.4% | +4.5% | -30.0% | -27.3% |
| YTD | -7.2% | -2.9% | -4.3% | -9.2% |
| 1Y | -7.9% | -7.7% | -0.2% | -9.1% |
| 3Y | +262.1% | -25.6% | +287.8% | +268.4% |
| 5Y | +525.7% | -31.2% | +556.9% | +508.5% |
| 10Y | +2,300.3% | +2.8% | +2,297.5% | +1,697.5% |
| All | +2,300.3% | +6.2% | +2,294.2% | +1,697.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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