+31,416.6%
AVGO vs NI
+1,359.0%
+30,057.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.9% | +0.5% |
| 7D | -3.0% | +2.0% | -5.0% | -3.8% |
| 30D | -14.4% | -3.5% | -10.9% | -13.2% |
| 3M | -14.4% | -9.1% | -5.3% | -11.5% |
| 6M | +13.1% | -11.8% | +25.0% | +18.2% |
| YTD | +3.8% | +1.1% | +2.7% | +2.1% |
| 1Y | +17.8% | +6.7% | +11.1% | +12.9% |
| 3Y | +325.3% | +71.1% | +254.2% | +224.9% |
| 5Y | +689.9% | +94.3% | +595.6% | +460.1% |
| 10Y | +2,597.0% | +135.8% | +2,461.2% | +1,549.3% |
| All | +31,416.6% | +1,359.0% | +30,057.6% | +5,179.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling