+548.1%
AVGO vs NET
+36.7%
+511.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.6% | -1.4% |
| 7D | -7.5% | -16.4% | +8.9% | -3.6% |
| 30D | -10.2% | -25.8% | +15.6% | -4.0% |
| 3M | -22.0% | -11.5% | -10.5% | -20.6% |
| 6M | -21.6% | +18.9% | -40.5% | -26.8% |
| YTD | -5.4% | +35.2% | -40.7% | -16.0% |
| 1Y | -6.8% | +14.5% | -21.3% | -13.7% |
| 3Y | +280.9% | +313.8% | -32.9% | +159.9% |
| 5Y | +548.1% | +32.6% | +515.5% | +357.9% |
| All | +548.1% | +36.7% | +511.4% | +357.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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