+2,755.4%
AVGO vs NOW
+778.3%
+1,977.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -5.0% | +8.0% | +4.9% |
| 7D | -0.3% | -6.1% | +5.8% | +1.7% |
| 30D | -13.8% | +7.5% | -21.3% | -16.9% |
| 3M | -6.9% | +17.5% | -24.5% | -14.9% |
| 6M | +11.9% | +7.9% | +4.0% | +2.6% |
| YTD | +6.9% | -12.4% | +19.3% | +6.0% |
| 1Y | +7.4% | -28.6% | +36.0% | +16.3% |
| 3Y | +345.6% | +11.8% | +333.7% | +288.0% |
| 5Y | +718.9% | +2.6% | +716.2% | +603.2% |
| 10Y | +2,755.4% | +790.0% | +1,965.4% | +945.1% |
| All | +2,755.4% | +778.3% | +1,977.0% | +945.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded NOW 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling