+30,355.4%
AVGO vs MSCI
+2,686.4%
+27,669.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.3% | +3.6% |
| 7D | +6.1% | -1.9% | +8.0% | +7.2% |
| 30D | -2.7% | +16.5% | -19.1% | -10.0% |
| 3M | -16.9% | +18.2% | -35.1% | -24.0% |
| 6M | -19.1% | +14.0% | -33.1% | -26.0% |
| YTD | +0.3% | +16.6% | -16.3% | -10.2% |
| 1Y | -1.2% | +14.8% | -16.0% | -11.0% |
| 3Y | +272.4% | +33.3% | +239.2% | +200.1% |
| 5Y | +579.0% | +9.1% | +570.0% | +492.7% |
| 10Y | +2,584.7% | +820.4% | +1,764.4% | +706.6% |
| All | +30,355.4% | +2,686.4% | +27,669.0% | +5,333.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling