+696.9%
AVGO vs NI
+96.9%
+600.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.1% | 0.0% | +1.1% | +1.1% |
| 30D | -13.0% | -1.4% | -11.6% | -12.7% |
| 3M | -6.0% | -10.6% | +4.6% | -3.7% |
| 6M | +6.4% | -9.3% | +15.7% | +8.3% |
| YTD | +5.0% | +1.1% | +3.8% | +3.4% |
| 1Y | +1.4% | +3.4% | -2.0% | -0.9% |
| 3Y | +336.8% | +67.9% | +268.9% | +271.3% |
| All | +696.9% | +96.9% | +600.0% | +560.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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