+2,062.4%
AVGO vs NOW
+501.5%
+1,561.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.9% |
| 7D | -9.9% | -3.0% | -6.9% | -8.8% |
| 30D | -22.0% | -26.0% | +4.0% | -14.9% |
| 3M | -30.0% | -13.1% | -16.9% | -29.3% |
| 6M | -30.7% | +14.5% | -45.2% | -39.6% |
| YTD | -14.7% | -33.4% | +18.8% | -9.0% |
| 1Y | -16.8% | -40.6% | +23.8% | -6.8% |
| 3Y | +244.4% | -16.3% | +260.7% | +224.5% |
| 5Y | +474.0% | -26.3% | +500.4% | +443.5% |
| All | +2,062.4% | +501.5% | +1,561.0% | +746.8% |
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