+1,059.1%
AVGO vs MP
+281.3%
+777.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +6.6% | +2.2% | +7.7% |
| 7D | -0.9% | -1.6% | +0.7% | -0.5% |
| 30D | -11.6% | -18.2% | +6.6% | -8.8% |
| 3M | -25.2% | -26.1% | +1.0% | -21.8% |
| 6M | -25.4% | -44.0% | +18.6% | -19.0% |
| YTD | -7.2% | -25.3% | +18.1% | -4.6% |
| 1Y | -7.9% | -35.6% | +27.7% | -3.3% |
| 3Y | +262.1% | +147.1% | +115.1% | +180.1% |
| 5Y | +525.7% | -11.3% | +537.0% | +457.3% |
| All | +1,059.1% | +281.3% | +777.8% | +827.3% |
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