+2,798.6%
AVGO vs MSCI
+799.8%
+1,998.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +7.1% | +6.3% |
| 7D | +25.0% | -0.7% | +25.7% | +25.4% |
| 30D | +2.0% | +16.2% | -14.2% | -5.9% |
| 3M | -12.3% | +16.1% | -28.4% | -19.4% |
| 6M | -12.8% | +12.9% | -25.7% | -20.2% |
| YTD | +5.9% | +14.8% | -9.0% | -5.2% |
| 1Y | +3.3% | +13.8% | -10.5% | -7.1% |
| 3Y | +293.1% | +31.2% | +261.8% | +213.0% |
| 5Y | +606.7% | +5.6% | +601.2% | +520.6% |
| All | +2,798.6% | +799.8% | +1,998.8% | +690.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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