+31,416.6%
AVGO vs NDAQ
+1,567.5%
+29,849.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +1.2% |
| 7D | -3.0% | -2.4% | -0.5% | -1.8% |
| 30D | -14.4% | +2.5% | -16.9% | -15.6% |
| 3M | -14.4% | +9.9% | -24.4% | -19.5% |
| 6M | +13.1% | +9.4% | +3.7% | +5.6% |
| YTD | +3.8% | +0.4% | +3.4% | +0.9% |
| 1Y | +17.8% | +4.0% | +13.7% | +11.9% |
| 3Y | +325.3% | +94.4% | +230.9% | +184.4% |
| 5Y | +689.9% | +56.7% | +633.2% | +484.3% |
| 10Y | +2,597.0% | +375.3% | +2,221.7% | +982.2% |
| All | +31,416.6% | +1,567.5% | +29,849.1% | +6,123.7% |
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 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