+2,770.9%
AVGO vs MTB
+173.8%
+2,597.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | +1.1% | 0.0% | +1.1% | +1.1% |
| 30D | -13.0% | -4.8% | -8.2% | -11.6% |
| 3M | -6.0% | +6.0% | -11.9% | -8.1% |
| 6M | +6.4% | +19.6% | -13.2% | -0.4% |
| YTD | +5.0% | +21.5% | -16.5% | -2.5% |
| 1Y | +1.4% | +24.7% | -23.3% | -6.8% |
| 3Y | +336.8% | +108.6% | +228.2% | +234.0% |
| 5Y | +698.2% | +106.7% | +591.5% | +497.6% |
| All | +2,770.9% | +173.8% | +2,597.1% | +2,001.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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