+1,159.0%
AVGO vs MP
+291.5%
+867.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +3.5% | -8.3% | -5.3% |
| 7D | +18.2% | +9.5% | +8.7% | +16.4% |
| 30D | +0.2% | -3.0% | +3.2% | +0.7% |
| 3M | -16.8% | -30.4% | +13.6% | -12.2% |
| 6M | -16.5% | -39.2% | +22.7% | -10.5% |
| YTD | +0.8% | -23.3% | +24.1% | +3.1% |
| 1Y | +2.8% | -32.6% | +35.5% | +7.2% |
| 3Y | +278.5% | +159.3% | +119.3% | +190.3% |
| 5Y | +573.1% | -16.4% | +589.5% | +502.6% |
| All | +1,159.0% | +291.5% | +867.4% | +902.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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