+2,660.6%
AVGO vs NDAQ
+471.8%
+2,188.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.2% | -4.6% | -4.7% |
| 7D | +18.2% | +1.3% | +16.9% | +17.4% |
| 30D | +0.2% | +18.0% | -17.7% | -8.2% |
| 3M | -16.8% | +11.5% | -28.3% | -21.7% |
| 6M | -16.5% | +21.1% | -37.5% | -25.8% |
| YTD | +0.8% | +12.8% | -12.0% | -7.9% |
| 1Y | +2.8% | +25.7% | -22.9% | -11.8% |
| 3Y | +278.5% | +116.8% | +161.7% | +133.9% |
| 5Y | +573.1% | +67.3% | +505.8% | +374.9% |
| All | +2,660.6% | +471.8% | +2,188.8% | +907.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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