+1,104.4%
AVGO vs MP
+268.3%
+836.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.4% | +7.3% | +4.5% |
| 7D | 0.0% | -3.6% | +3.6% | +0.6% |
| 30D | -8.2% | -21.0% | +12.8% | -4.7% |
| 3M | -21.3% | -33.3% | +12.0% | -16.4% |
| 6M | -22.5% | -45.9% | +23.4% | -15.4% |
| YTD | -3.6% | -27.8% | +24.3% | -0.4% |
| 1Y | -6.7% | -43.2% | +36.5% | -0.3% |
| 3Y | +258.1% | +144.0% | +114.1% | +177.4% |
| 5Y | +560.9% | -6.1% | +567.0% | +486.4% |
| All | +1,104.4% | +268.3% | +836.1% | +868.7% |
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