+32,043.9%
AVGO vs NDAQ
+1,776.4%
+30,267.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.5% | +6.0% |
| 7D | +25.0% | +1.7% | +23.3% | +23.9% |
| 30D | +2.0% | +16.2% | -14.3% | -5.9% |
| 3M | -12.3% | +14.0% | -26.2% | -18.5% |
| 6M | -12.8% | +22.3% | -35.1% | -23.1% |
| YTD | +5.9% | +13.0% | -7.1% | -3.6% |
| 1Y | +3.3% | +24.0% | -20.7% | -10.6% |
| 3Y | +293.1% | +117.1% | +176.0% | +147.8% |
| 5Y | +606.7% | +67.5% | +539.2% | +404.4% |
| 10Y | +2,733.6% | +474.3% | +2,259.3% | +927.0% |
| All | +32,043.9% | +1,776.4% | +30,267.5% | +5,845.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling