+2,672.8%
AVGO vs NOW
+824.5%
+1,848.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.2% | +1.3% |
| 7D | -3.0% | -2.4% | -0.6% | -2.3% |
| 30D | -14.4% | +20.5% | -34.9% | -20.9% |
| 3M | -14.4% | +18.3% | -32.8% | -21.7% |
| 6M | +13.1% | +24.1% | -10.9% | -2.0% |
| YTD | +3.8% | -7.8% | +11.6% | +1.1% |
| 1Y | +17.8% | -21.4% | +39.2% | +22.8% |
| 3Y | +325.3% | +19.5% | +305.7% | +261.3% |
| 5Y | +689.9% | +4.1% | +685.9% | +577.1% |
| All | +2,672.8% | +824.5% | +1,848.3% | +896.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling