+718.9%
AVGO vs NDAQ
+55.5%
+663.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.9% | +4.9% | +3.8% |
| 7D | -0.3% | -2.6% | +2.3% | +0.7% |
| 30D | -13.8% | +0.5% | -14.3% | -14.1% |
| 3M | -6.9% | +9.9% | -16.8% | -11.7% |
| 6M | +11.9% | +8.2% | +3.7% | +6.2% |
| YTD | +6.9% | -1.5% | +8.4% | +6.1% |
| 1Y | +7.4% | +1.3% | +6.1% | +4.6% |
| 3Y | +345.6% | +92.6% | +253.0% | +204.9% |
| 5Y | +718.9% | +53.8% | +665.1% | +509.7% |
| All | +718.9% | +55.5% | +663.4% | +509.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling