+31,416.6%
AVGO vs MSCI
+2,313.6%
+29,103.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -3.0% | +0.4% | -3.3% | -3.2% |
| 30D | -14.4% | +0.6% | -15.0% | -14.8% |
| 3M | -14.4% | -7.1% | -7.3% | -12.6% |
| 6M | +13.1% | +0.8% | +12.3% | +10.2% |
| YTD | +3.8% | +1.0% | +2.8% | +0.2% |
| 1Y | +17.8% | +4.3% | +13.5% | +10.7% |
| 3Y | +325.3% | +9.9% | +315.3% | +279.4% |
| 5Y | +689.9% | -6.8% | +696.7% | +646.7% |
| 10Y | +2,597.0% | +614.7% | +1,982.3% | +817.9% |
| All | +31,416.6% | +2,313.6% | +29,103.1% | +5,966.7% |
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