+2,755.4%
AVGO vs MSI
+590.9%
+2,164.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.1% | +4.1% | +3.6% |
| 7D | -0.3% | -5.8% | +5.4% | +2.9% |
| 30D | -13.8% | -1.0% | -12.9% | -13.6% |
| 3M | -6.9% | +14.2% | -21.1% | -14.3% |
| 6M | +11.9% | +1.0% | +10.9% | +9.2% |
| YTD | +6.9% | +21.5% | -14.6% | -7.3% |
| 1Y | +7.4% | -2.1% | +9.5% | +5.5% |
| 3Y | +345.6% | +69.3% | +276.2% | +212.5% |
| 5Y | +718.9% | +99.3% | +619.6% | +415.0% |
| 10Y | +2,755.4% | +595.0% | +2,160.3% | +910.6% |
| All | +2,755.4% | +590.9% | +2,164.4% | +910.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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