+2,300.3%
AVGO vs NOW
+511.7%
+1,788.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.8% | +8.0% | +8.5% |
| 7D | -0.9% | -3.1% | +2.2% | +0.5% |
| 30D | -11.6% | -27.0% | +15.4% | -3.1% |
| 3M | -25.2% | -17.7% | -7.5% | -22.7% |
| 6M | -25.4% | +12.7% | -38.1% | -34.4% |
| YTD | -7.2% | -32.9% | +25.7% | -1.3% |
| 1Y | -7.9% | -40.4% | +32.5% | +3.1% |
| 3Y | +262.1% | -17.1% | +279.2% | +242.8% |
| 5Y | +525.7% | -25.7% | +551.4% | +490.6% |
| 10Y | +2,300.3% | +504.6% | +1,795.7% | +841.1% |
| All | +2,300.3% | +511.7% | +1,788.6% | +841.1% |
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 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