+25,809.4%
AVGO vs MSCI
+2,600.0%
+23,209.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.0% | +1.8% |
| 7D | -9.9% | +2.8% | -12.8% | -11.2% |
| 30D | -22.0% | +15.4% | -37.4% | -27.6% |
| 3M | -30.0% | +13.4% | -43.5% | -34.8% |
| 6M | -30.7% | +10.9% | -41.6% | -35.8% |
| YTD | -14.7% | +13.0% | -27.7% | -22.5% |
| 1Y | -16.8% | +12.0% | -28.8% | -24.2% |
| 3Y | +244.4% | +34.1% | +210.3% | +176.1% |
| 5Y | +474.0% | +3.9% | +470.1% | +413.1% |
| 10Y | +2,122.6% | +802.0% | +1,320.6% | +574.2% |
| All | +25,809.4% | +2,600.0% | +23,209.4% | +4,591.4% |
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 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