+2,856.4%
AVGO vs NDAQ
+374.8%
+2,481.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -0.7% |
| 7D | -0.8% | -1.6% | +0.8% | -0.1% |
| 30D | -13.7% | -1.5% | -12.3% | -13.2% |
| 3M | -6.9% | +8.0% | -15.0% | -11.8% |
| 6M | +5.8% | +7.7% | -2.0% | -0.5% |
| YTD | +5.7% | -2.3% | +8.0% | +4.4% |
| 1Y | +9.0% | +0.6% | +8.5% | +5.5% |
| 3Y | +340.5% | +90.9% | +249.6% | +191.0% |
| 5Y | +711.1% | +52.5% | +658.6% | +499.0% |
| 10Y | +2,856.4% | +380.3% | +2,476.1% | +1,131.5% |
| All | +2,856.4% | +374.8% | +2,481.6% | +1,131.5% |
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